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Financial Planning Consultant

1 week ago

Ottawa, Ontario, Canada Pivot + Edge Full time
Job Description
  • Develop client relationships using the IP 360 process.
  • Provide expert advice and solutions on financial planning, including risk tolerance assessments, investment policy statements, financial management, tax, estate, risk management, and retirement planning.
Required Skills and Qualifications
  • Experience in wealth management, managing at least $50 million in assets.
  • Strong oral and written English communication skills.
  • Effective marketing skills to promote yourself and the firm's services.
  • Proficient in Microsoft Excel and Word.
  • Certified Financial Planner (CFP) and first-level Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) required.