Financial Consultant

TAAG; Ottawa; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a skilled Financial Consultant to provide strategic financial guidance to clients. In this role, you will offer tailored advice, manage client portfolios, and ensure adherence to financial plans. You'll thrive in a collaborative environment that prioritizes client relationships and fosters a supportive team culture. This position offers a unique opportunity to make a real impact on clients' financial well-being while working with a diverse and inclusive team. If you're passionate about finance and client success, we encourage you to apply today!

Qualifications

• Experience in providing financial consulting and analysis.
• Strong knowledge of investment strategies and portfolio management.

Responsibilities

• Track and monitor client activity using CRM systems.
• Prepare financial plans and collaborate with Financial Planners.

Skills

Financial Analysis

Client Relationship Management

Investment Strategy

Portfolio Management

Analytical Skills

Education

Bachelor's Degree in Finance

Certified Financial Planner (CFP)

Tools

CRM Software

Financial Modelling Tools

Job description

We are seeking an experienced Financial Consultant to join our team. The ideal candidate will provide strategic financial guidance to help clients manage their finances, increase wealth, and achieve long-term financial goals. You will work with individuals, offering tailored financial advice, investment recommendations, and portfolio management.

Key Responsibilities :

1. Track and monitor client activity by prioritizing and following up on assigned tasks within the CRM system.
2. Manage the sales pipeline and oversee work in progress.
3. Maintain both electronic and physical filing systems efficiently.
4. Assist the Executive Assistant in preparing and maintaining meeting minutes and reports.
5. Enter new product investment details into the CRM system as soon as products are approved, ensuring all required data fields are accurately completed.
6. Support and initiate tasks during the client onboarding process, ensuring adherence to timelines and checklist requirements.
7. Prepare financial plans for clients based on provided data, collaborating with Financial Planners to analyze scenarios and formulate recommendations, including drafting Planning Memos.
8. Participate in team meetings to update members on plan progress, market trends, sales pipeline status, and budget achievements.
9. Serve as a liaison between clients and Portfolio Managers, overseeing client introductions, onboarding, and ongoing communication.
10. Extract and review client Investment Summary reports from CRM, cross-checking for accuracy and analyzing potential changes in client circumstances, updating the CRM as necessary.
11. Analyze the financial positions of prospective clients, providing written comparative analyses aligned with model portfolios.
12. Prepare and update Investment Policy Statements for existing clients.
13. Gather financial and investment data on companies, stocks, bonds, and other assets through daily stock and bond reports, economic forecasts, trading volumes, financial publications, and company statements.
14. Review and analyze collected financial and investment data, including company profiles, stock and bond prices, yields, trends, and other relevant information.
15. Provide consulting and analytical support to clients, senior executives, pension fund managers, and securities professionals.
16. Prepare analytical reports, industry and economic forecasts, briefing notes, and other documentation.
17. Assist management with various related tasks and activities.

Why TAAG?

The numbers are secondary to the person sitting in front of us or on the other side of the phone. Every single one of us takes ownership of what we do for each other and for clients. Our team provides a warm environment for clients and solves problems collaboratively. We treat everyone with friendliness and care. We understand the value of priceless time, and we know how important it is to live Life. Beyond Business.

Apply Today!

If you are interested to apply, please submit your resume to Human Resources at

TAAG is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other characteristics protected by law.