Financial Planning Associate

2 weeks ago

Oakville, Ontario, Canada Wise Riddell Financial Group Full time

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.

We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through collaborative effort with other team members.

Valued relationships are based upon trust; trust is built over time by executing the Wise Riddell processes accurately, on a timely basis, and with the sincere intention to provide the client with an extraordinary experience.

Responsibilities:

  • Gather pertinent information for presentations: Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis
  • Prepare preliminary investment recommendations for review.
  •  Retrieve data from investment managers.
  • Statement preparation and preparation for client reviews in PowerPoint
  • Review and validate all data and calculations for accuracy and reasonableness.
  • Review presentation past notes and on-going client meeting notes to decipher tasks and ensure completed on time.
  • Ensure client "Vault" is up to date with statements and presentations.
  • Book & confirm client meetings.
  • Summarize client meeting notes to clients for affirmation.
  • Manage all responsibilities to regulatory guidelines.
  • Review RRSP, RESP, TFSA, IPP, RCA contributions to ensure maximized where applicable.
  • Responsible for reallocations on Universal Life under UL model
  • Monitoring and tracking of client investment history
  • Client quarterly reporting
  • Become proficient with Maximizer, Ndex, Razor, Morningstar, and other investment analysis software.
  • Prepare corporate year-end tax packages for clients and proactively send to accountants at corporate year end.
  • Respond to client/accountant requests in a timely manner.

Skills & Qualifications:

  • Minimum 3 years financial services experience
  • CSC preferred, but not required.
  • Completion of post-secondary education preferably in Finance, Math or Business
  • Intermediate knowledge of investments and investment account types, including RRSP, RESP, TFSA, IPP and RCA vehicles
  • Basic knowledge of insurance products
  • Strong computer and mathematical skills
  • Above average organizational and logical/common sense skills
  • Above average Excel, PowerPoint and online skills
  • Attention to detail – accuracy is a key component of this position.
  • Strong communication skills
  • Ability to multi-task in a sometimes-high pressured environment
  • A demonstrated passion for the investment industry
  • Strong problem-solving skills
  • Proven ability to work collaboratively & effectively.

Job Type:

Full-time Permanent. Compensation offered will be commensurate with experience.

Location:

Oakville, ON - reliably commute or plan to relocate before starting work (required).

Work Schedule:

Hybrid mix of remote and in office work schedule – Monday to Friday 8 hours per day.

Education:

Post Secondary

Bachelor's Degree (Preferred)

Experience:

Investment Services Industry – Minimum 3 years (required).

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.  

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