In this role, you’ll be an expert advisor in financial planning for a team of Investment Advisors’ clients, the majority located in the Laurentians. You’ll be able to count on the advice of other wealth management experts to meet clients’ needs.

• Prepare financial planning reports for Investment Advisors’ clients (7 Fields of planning)
• Perform various in-depth analyses on specific financial planning aspects
• Provide financial planning support for the Investment Advisors (ad hoc questions and support for financial planning applications and retirement projections)
• Understand business issues, identify the needs of various parties and propose strategies to support their activities, keeping in mind the varied nature of files
• Identify business opportunities
• Play a leadership role in your area of expertise
• Reach objectives by working closely with business partners, including Wealth Management Solutions managers, regional managers and others
• Work closely with other experts, including estate planners, tax advisors, insurance specialists, and others
• Establish trust-based relationships with clients
• Monitor market developments and stay abreast of trends to suggest adjustments as required
• Help improve financial planning tools
• Contribute to improving and developing work processes

• Financial Planning title/certification (F.Pl.)
• University diploma in a related field (accounting, actuarial science, finance, economics, etc.)
• Minimum 5 years of professional financial planning experience
• Knowledge of the wealth management field, financial products, pension plans and various insurance products
• Recognized expertise in comprehensive financial planning
• Strong analytical skills and ability to combine the subtleties of different financial planning disciplines to make recommendations regarding complex financial issues
• Strong interpersonal skills in communications and customer service
• Ability to explain complex taxation concepts in a simple, complete and practical manner
• Sound knowledge of IT tools
• English and French, both spoken and written

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.