Financial / Investment Planner - Toronto, Canada - TekStaff IT Solutions

Description

This is a 6 month contract located in Toronto, ON/ Hybrid (1-2 days/ week)

Must have Skills:

1) 5 +Years in Solid understanding and experience, working with investment related applications for Advisors, such as brokerage, investment proposal, financial planning, portfolio management etc.

Years Strong knowledge of investment advisory and wealth management product offerings & services.

Years Demonstrated success delivering highly complex business initiatives related to digital, data, and analytics.

4) 5 +Years Experience in leading and coaching teams, with track record of attracting and developing talent.

Years Critical thinking skills: using logic and reasoning to evaluate alternative solutions, summarize conclusions and approaches to mitigate risks.

Years Ability to develop strong working relationships with business and technology partners globally.

Years Relevant working experience in the financial sector, Wealth Management experience

Nice to Have:

• Spanish communication is an asset.

• Salesforce application experience as an end user.

• Salesforce certifications

Education/certification:

• CFA / MBA preferred.

• Financial planning certification preferred

• CIM certification preferred