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#

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