Financial Planning Specialist

4 weeks ago

Markham, Ontario, Canada LSG Partners Full time

Job Title: Financial Planning Specialist

Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.

Key Responsibilities:

  • Evaluate financial risk and make recommendations to clients and senior company officials.
  • Use portfolio management software to analyze financial and investment information.
  • Collect and analyze financial and investment information about companies, stocks, bonds, and other investments.
  • Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence.
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents, and associates.
  • Assist in preparing operating and investment budgets, planning short- and long-term cash flows, and assessing financial performance.
  • Develop risk management plans and perform variance analysis.
  • Supervise staff and make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning.
  • Identify clients' financial goals and objectives and ensure compliance with government regulations.

Requirements:

  • 3 years to less than 5 years of experience in financial planning and analysis.
  • Strong knowledge of financial planning and analysis principles and practices.
  • Excellent analytical and problem-solving skills.
  • Ability to work under pressure and meet deadlines.
  • Strong communication and interpersonal skills.

Working Conditions:

  • Fast-paced environment with tight deadlines.
  • Ability to work independently and as part of a team.
  • Valid driver's license.

Personal Suitability:

  • Accurate and reliable.
  • Client-focused and efficient.
  • Excellent oral and written communication skills.
  • Flexibility and initiative.
  • Judgement and organized.
  • Team player with ability to multitask.

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