Take your financial planning skills to the next level with MD Financial Management as an Associate Financial Planner. This role focuses on supporting senior planners by preparing complex financial plans and ensuring quality client service.
In this key position, you will provide centralized financial planning and paraplanning support in a cooperative environment. With a minimum of three years' client-facing experience required, you will monitor incoming financial plans and optimize processes while serving as a liaison for reporting improvements. Your contributions will impact the training and development of team members, helping to deepen client relationships.
Key Responsibilities:
• Monitor and assign incoming financial plan requests
• Maintain and enhance financial planning processes
• Act as a liaison to improve reporting accuracy
• Share knowledge to aid in team development
• Develop comprehensive financial plans with advisors
Requirements:
• Degree in Business Administration or related field
• CFP or willing to obtain designation within a year
• Minimum three years of financial services experience
• Strong understanding of tax and retirement planning
• Proficient in both French and English for client interactions
Elevate your financial expertise and enhance client solutions in this impactful role.
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