Financial Projection Specialist-HYBRID

TEEMA; Vancouver; Hybrid; CAD 68,000 - 72,000; Full time

Job summary

A leading financial services firm in Vancouver is seeking a Financial Projection Specialist to prepare financial projections for clients using NaviPlan. The ideal candidate has at least 3 years of investment experience, holds a QAFP® or CFP® certification, and is proficient in financial planning concepts. This position offers a competitive salary of $68K- $72K, hybrid work model, and excellent benefits.

Benefits

Potential for bonuses

35 hour work weeks

Excellent benefits

Qualifications

• Minimum of 3 years of investment industry experience.
• Experience with financial planning software required.
• Strong verbal and written communication skills.

Responsibilities

• Analyze and prepare financial projections using NaviPlan.
• Clarify outstanding information with Investment Advisors.
• Create customized professional reports.

Skills

Investment industry experience

Financial planning concepts

Proficiency in Microsoft 365

Client service focus

Strong communication skills

Education

QAFP® or CFP® certification

Tools

NaviPlan

CRM tools

Job description

Overview

On behalf of our financial services and investment client, TEEMA is seeking a Financial Projection Specialist to join our client's award-winning firm in the Vancouver office. The position will have the flexibility of 1 day WFH after the 3 month probationary period. The firm is a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other’s contributions. They believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career.

Reporting to the Manager, Financial Planning and Education and working closely with the Financial Planning team, as a Financial Projection Specialist, you will work in a collaborative environment to prepare financial projections for clients using leading software, NaviPlan. The ideal candidate is a diplomatic team player and critical thinker with exceptional attention to detail, who provides exemplary client service.

Responsibilities

• Work with financial modeling software (NaviPlan) to analyze and prepare financial projections for clients of the firm
• Clarify and follow up on outstanding information with Investment Advisors and clients
• Track and monitor financial projection requests
• Help interpret elements of financial projections to Investment Advisors
• Create customized professional reports

Competencies

• Advising and Coaching – Use knowledge and relationships to assess the needs of internal or external stakeholders, come up with recommendations, and provide coaching or advice that helps them solve challenges, grow and/or reach their goals
• Customer Relationship Management – Build, manage, and nurture client relationships, leveraging CRM tools to track interactions, understand client needs, and deliver consistent service
• Financial Planning – Develop comprehensive financial strategies or recommend products that align resources or assets with clients\' long-term goals, balancing income, investments, savings, and expenditures
• Process Improvement and Documentation – Uncover, understand, document, optimize and communicate processes to make them more efficient, effective, and consistent
• Modelling and Forecasting – Envision, build, maintain, update and share financial models and forecasting tools that can project or extrapolate data trends to inform business decision making, planning and strategy
• Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the firm
• Risk Assessment – Identify, analyze, and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of the clients, firm, and communities

Must Haves

• Minimum of 3 years of investment industry experience using financial planning software
• QAFP® or CFP® certification is required
• Experience with financial planning concepts, including personal income tax, retirement, pension and government benefits, as well as estate
• Familiarity with trust and private corporation concepts is an asset
• Experience with NaviPlan® or other financial modeling software is required
• Proficiency in Microsoft 365 (Word, Excel and Outlook)
• Self-starter and continuous learner with the capacity to work within a team, along with flexibility and willingness to assist others
• Ability to work efficiently and accurately with a sharp eye for detail
• High aptitude to review assumptions and make recommendations on course of action
• Client service focused and committed to exceeding client expectations in a professional services environment
• Strong verbal and written communication and presentation skills
• Team player with a proven track record of building trusting and productive relationships

Salary

This role has an expected salary of $68K- $72K, plus the potential for bonuses, 35 hour work weeks, hybrid, and excellent benefits!