Qualifications

• Post secondary education in finance, business, or a related field, or an equivalent combination of education and experience
• Financial planning experience gained through advisory, technical, or planning support roles
• Strong understanding of core financial planning concepts (e.g., retirement, cash flow, investments, insurance, estate and tax considerations)
• Exceptional attention to detail with the ability to evaluate complex information accurately
• Strong analytical, critical thinking, and judgement skills
• Ability to interpret and apply predetermined criteria objectively and consistently
• Strong written and verbal communication skills to clearly document review findings
• Persuasive communications skills to assist front line planners prepare corrected plans for re-presentation to clients where required through virtual meetings
• Demonstrated ability to work effectively in a collaborative,...