Prepare comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning
Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
Simplify complex strategies to assist advisors
Work collaboratively with the Financial Planning Analyst team in the preparation of financial plans
Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
Develop strong internal and external networks and referral sources

Five years experience with tax planning for high net worth clients
Five years of relevant experience in all aspects of financial planning
One or more of the following professional designations in Accounting: CA/CMA/CGA/CPA
Effective communication skills both oral and written
Strong analytical and judgment skills
Microsoft Office and financial planning software such as Conquest or Naviplan
Ability to work both as part of a team and independently

Financial Planning Specialist

Key skills