Analyste (bilingue) en planification du patrimoine / Wealth Planning Analyst
4 weeks ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
APERÇU DU POSTENous recrutons actuellement un analyste en planification du patrimoine (bilingue) pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de planification financière, fiscale et successorale.
Dans ce rôle, le candidat retenu développera des relations précieuses avec nos conseillers en leur fournissant des solutions de planification financière, fiscale et de retraite dans un environnement sans commission. Vous assisterez les conseillers auprès des clients potentiels et existants en coordonnant et en préparant divers documents de planification du patrimoine.
RESPONSABILITÉS PRINCIPALES
Effectuer un examen approfondi des informations sur les clients qui seront utilisées pour la préparation de plans de patrimoine, de plans financiers, de portraits financiers et d’autres produits livrables. Communiquer avec les planificateurs de patrimoine régionaux, les conseillers financiers et leurs adjoints respectifs dans les situations où des informations supplémentaires ou des clarifications sont nécessaires. Préparer des analyses de cas de base, des analyses de sensibilité et des analyses d’assurance-vie à partir des renseignements fournis par les clients à l’aide de logiciels de planification financière spécialisés. Analyser les résultats obtenus dans les différentes analyses mentionnées ci-dessus afin de rédiger des plans de patrimoine et d’autres produits livrables pour le client privé Assante et d’autres personnes. Effectuer des recherches sur diverses questions financières et d’assurance, selon les besoins. S’assurer que les diverses applications logicielles appliquent correctement et de manière cohérente les concepts de planification financière. Participer à des séminaires et à des formations internes pour les employés de la société. Entreprendre un programme continu d’éducation et de développement professionnel conformément aux politiques de la société telles que publiées de temps à autre. Travailler avec les collègues de la société et les clients de la société de manière professionnelle, en faisant preuve du plus grand respect pour les collègues et les clients.
COMPÉTENCES REQUISES
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JOB OVERVIEW
We are currently recruiting for a Wealth Planning Analyst 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.
In this role, the successful candidate will develop valued relationships with our advisors by providing financial, tax and retirement planning solutions in a non-commission environment. You will assist advisors with both prospective and existing clients through the coordination and preparation of various wealth planning deliverables.
WHAT YOU WILL DO
WHAT YOU WILL BRING
#LI-HYBRID
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Equipment Purchase Program
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Fitness membership discounts
Volunteer paid Days
Complimentary vending machines
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
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