Bilingual Wealth Planning Analyst

4 days ago

Montréal, Canada CI Financial Full time

**ABOUT US**

Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk management, and estate and tax planning services to our clients, helping them simplify and enhance their lives.

**POSITION**:Bilingual Wealth Planning Analyst
**LOCATION**: Dorval, QC.
**STATUS**: Full-time

**JOB OVERVIEW**

We are currently recruiting for a Wealth Planning Analyst (bilingual) to join our Wealth Planning Group. The wealth planning group at CI offers existing high net wealth clients and their families a dedicated team who work to enhance their financial well-being by providing Financial, Tax and Estate Planning services.

**WHAT YOU WILL DO**
- Complete a thorough review of client information to be used in the preparation of comprehensive Wealth Plans, Financial Plans, Financial Snapshots, and other deliverables
- Communicate with Regional Wealth Planners, Financial Advisors, and their respective assistants in situations where additional information or clarification is required
- Prepare base case analyses, sensitivity analyses, and life insurance analyses of client information using specialized financial planning software
- Analyze the results obtained in the various analyses noted above in order to draft Wealth Plans and other deliverables for Assante Private client and others
- Conduct research on various financial and insurance matters as required
- Participate in in-house seminars and training for company's employees
- Undertake an ongoing program of education and professional development in accordance with the Company's policies as published from time to time
- Work with colleagues within the company and the company's clients in a professional manner, displaying the utmost respect for fellow workers and clients

**WHAT YOU WILL BRING**
- Bilingual - French and English oral and written communication skills, are required.
- 2 years’ experience with financial planning including the use of financial planning software such as Naviplan
- Enrollment in or successful completion of the Certified Financial Planner (CFP)
- Good Microsoft Office suite skills
- High degree of accuracy, attention to detail and strong analytical skills
- Ability to work effectively and efficiently in a fast-paced environment
- Good communication and presentation skills

**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

Posting Tags: IND#

  • Wealth Associate

    2 weeks ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Bilingual Wealth Planning Advisor

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service Key Accountabilities: - Supports Wealth Planning Consultants/Sr. Wealth Planning Consultants in providing proactive, integrated and customized advice. - Develops detailed and complex wealth plans for clients to help meet their financial objectives. - Implements strategies to...

  • Bilingual Wealth Associate

    4 days ago

    Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Director, Estate Planning

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue MONTREAL Quebec,H3A 3M8 Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers,...

  • Bilingual Compliance Analyst

    2 days ago

    Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Data Analyst

    2 weeks ago

    Montréal, Canada iA Groupe financier iA Financial Group Full time

    The data analyst has a detailed understanding of the data from Wealth Line of business. This person understands data flows and knows the associated data quality to advise on the right actions to be taken from the start of initiatives and is thus the reference person on his team for data-related questions Your responsibilities will be - Understand the...

  • Analyst, Planning

    2 weeks ago

    Montréal, Canada Maison Birks Full time

    **BIRKS. PURE DELIGHT.** Established since 1879, **Birks **is a luxury jewelry store whose reputation is built on quality, exclusivity, unique design and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each and every one of our clients. As a **Planning & Allocation Analyst** for the...

  • Wealth Associate

    1 week ago

    Montréal, Canada National Bank of Canada Full time

    Attendance: Hybrid Employment Category: Professional Type of Contract: Permanent Benefits for vendors: A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by...

  • Gestionnaire de Relations Principal(E) Bilingue

    1 week ago

    Montréal, Canada Aviso Wealth Full time

    **Patrimoine Aviso**: **L’occasion**: Nous sommes à la recherche d’un ou d’une gestionnaire de relations principal(e) bilingue qui se joindra à notre équipe Services de correspondance et Services institutionnels. Relevant du vice-président ou de la vice-présidente des Services de correspondance et Services de plateformes, le ou la gestionnaire de...

  • Associate Wealth Advisor

    1 week ago

    Montréal, Canada Brewin Dolphin Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...