Title: Financial Planner

A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. 

Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. In this role, you will join our client where you will be recognized and where you can make a positive impact!

Your job

• Realize personalized financial planning that will meet the needs and objectives of your clients
• Identify clients' investment and financing needs in order to offer them the best financial planning solutions
• Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
• Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
• Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

Your team

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Oakville region (Sheridan Garden Drive, Winston Churchill, Fairview).

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Prerequisites

• Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
• Certified Financial Planner (CFP) designation or on track to become CFP in the next 12 months, or QAFP, PFP, and CIFP
• Mutual Funds Representative (MFR) License
• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit.

This position requires you to be present in the workplace to fulfill client and operational needs. 

Our client wants to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, our client offers work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

Title:                Portfolio Administrator

Our client is an independent discretionary portfolio management firm based in Montreal managing investment portfolios for high-net-worth private clients and institutional clients such as foundations.

Our client is looking for someone hardworking, honest, organized, and detail-oriented, ready to join a small but growing firm. The ideal candidate can work well on their own, but also collaborate with colleagues when needed. The incumbent must be comfortable working in a small, fast-paced, entrepreneurial environment where his/her efforts and direct contribution in the success of the firm are recognized and rewarded.

Responsibilities:

Portfolio Administration 60%

• Liaise with broker-dealers and submit investment allocations to custodians
• Prepare monthly, quarterly, and annual reports and ad hoc for clients
• Review daily reconciliations and run daily reports
• Assist the portfolio management team for various requests (reports, research, etc.)
• Review book values and other portfolio data
• Help prepare tax packages

Client Services 20%

• Assist the client services team with client information updates
• Take requests from clients and assist client services as required
• Help manage client documentation, reports, etc…

Office & Other 20%

• Assist Compliance and Operations teams when required (data collection, finding information, etc.)
• Answer phones, greet guests, handle incoming & outgoing correspondence
• Organize files, archive documents, compose letters and translate text
• Various office management tasks
• Help with special projects

Qualifications

• Undergraduate degree or diploma (preferably in a business focused program)
• Knowledge of basic financial instruments (equities and fixed income) or willingness to learn more about investment asset management.
• Experience working in a similar firm (size and industry)
• Proficiency in Microsoft programs (Outlook, Excel, Word, etc.) and willingness to learn new software
• Comfortable with math, formulas, and equations
• Understanding of basic documentation such as contracts and forms
• Strong Interpersonal skills
• Detail Oriented
• Bilingual (oral and written French and English)