Planning Analyst - Edmonton
17 hours ago

Job summary
We are now offering a one-year position as a Planning Analyst in our front office team to learn client administration, onboarding and client support.This role will work with existing Investment Counsellors with file preparation and business development support (marketing support).
The successful candidate will develop the skills required to work effectively with Qube's clients in making their wealth matter.
This role will be integral in assisting with retirement modelling, tax management portfolio assessments and wealth management research.As you gain experience in this position and obtain the required professional registrations we hope you transition into an IC AAPM role with increased client contact.
Job description
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