Financial Planning Analyst- EN - Montreal, Quebec
1 month ago
Job summary
This role focuses on providing clients with comprehensive financial planning solutions using the proprietary personal financial planning set of tools. The Financial Planning Analyst will act as the primary financial planner in our centralized service and partner with Financial Planning Specialists in their respective regions.Responsibilities
- Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists.
- Determine clients' objectives, analyze current situations, and develop advice strategies recommendations.
Job description
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