Financial Planning Professional

Are you a CPA? Notary? Tax expert or actuary? We are looking for a financial planning professional to join a dedicated team that is committed to client service.

This role as a specialist in integrated financial planning involves closely collaborating with the firm’s partners on various financial planning projects. There are no prospecting obligations unless you wish to do so. Over time, you will be able to take on cases independently and progress to a senior advisor role.

Responsibilities:

• Attend client meetings;
• Implement tailored strategies in various domains;
• Collaborate with internal professionals (investment specialists, insurance experts) and external professionals (accountants, tax experts, lawyers, bankers, actuaries);
• Handle ad hoc client requests;
• Meticulously document each case;
• Conduct research in the field of integrated financial planning and the business world in general;
• Write articles, prepare presentations, and collaborate with journalists.

Profile:

• Relevant professional title (CPA, notary, lawyer, tax expert, actuary) or an equivalent combination of education and experience;
• 2 to 5 years of experience in a law firm, accounting firm, or actuarial practice (essential);
• Proficiency in computer tools, particularly Word and Excel;
• Excellent command of French (bilingualism is an asset);
• Excellent analytical and synthesis skills, with ease in working with numbers;
• Strong interest in taxation, personal insurance, finance, retirement, and investments to effectively collaborate with other professionals in the firm;
• Organizational skills and the ability to manage multiple cases simultaneously;
• Dynamic, autonomous, disciplined, and have initiative and teamwork skills;
• Ability to meet tight deadlines;
• Impeccable sense of ethics.

Contract Information:

• Permanent position;
• Professional development opportunities;
• Telecommuting;
• Access to high-quality individual insurance;
• Telemedicine;
• RRSP with employer contribution;
• Disability insurance;
• Paid parking;
• Work schedule focused on work-life balance.