"Join our Interdisciplinary Team of Professionals as a"
Employment Opportunity: Join our Interdisciplinary Team of Professionals as a Financial Planner Who we are: Planist’s mission is to provide MGA and IDA firms and their advisors with excellent financial planning services (TPO) supported by our unique interdisciplinary team of professionals and advanced Web based financial planning tools including E-learning modules. Work place: Planist is located at 400-485 McGill Street, Montreal H2Y 2H4 Responsibilities: Reporting to the V.P. Operations, • In a team approach, develop Comprehensive Financial Plans using Planist’s proprietary software • Develop and maintain excellent working relationships with both clients and staff • Contribute to the overall achievement of the company’s objectives regarding quality of the plans, output and cost efficiency • Maintain a high level of knowledge within our industry using the Financial Planning, Legal and Fiscal strategies. The ideal candidate: • Financial Planning designation (CFP or Fin. Pl.) • Three years experience as a support person to advisors for both life insurance and investment products • Excellent writing skills of the English language and working knowledge of French • Excellent abilities using Excel and Word • Analytical and efficient working habits Working conditions: • Salary range $50-75K plus benefits Contact us at: • 514 904-0934 toll free 866 904-0934 • www.planist.ca