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About the role
- Lead the financial planning process with clients: diagnosis, goal setting, strategy design, and ongoing follow-up;
- Gather key information (income, expenses, reserves, debts, assets, goals and timelines) and organize the client's financial picture;
- Build recommendations and an integrated plan involving, when applicable: investments, retirement, insurance/protection, tax planning and estate/succession planning;
- Ensure all recommendations align with the investor profile and the client's best interest, with documentation and rationale;
- Translate complex financial decisions into clear, actionable guidance (no "financial jargon");
- Monitor portfolios/strategies over time, proposing adjustments as scenarios, goals, or risk profiles change;
- Produce reports and support materials (plan summary, next steps, rationale, periodic reviews);
- Collaborate with partner teams (Products, Operations, Compliance, Sales/Client Relations) to ensure execution, experience and end-to-end consistency;
- Record information and progress in the CRM/internal routines, maintaining cadence and predictability of follow-up.
Requirements
- Prior experience in consultative client service and/or financial planning (investments, advisory, consultancy, banking, wealth management, etc.);
- Solid technical knowledge of financial products and allocation (fixed income, funds, equities, pension and related products);
- Ability to build plans and recommendations using structured reasoning (objective → strategy → execution → monitoring);
- Excellent communication and ability to conduct sensitive conversations (money requires trust);
- Process discipline (CRM, record-keeping, follow-up routines and reporting);
- Financial market certifications (e.g., CEA/CPA-20 or equivalent).
Benefits
- Competitive salary and meaningful benefits
- Free access to our learning platforms and products within our brand ecosystem.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment strategytax planningestate planningportfolio monitoringfinancial product knowledgestructured reasoningreport productionrisk assessmentclient needs analysis
Soft Skills
communicationconsultative client servicetrust buildingcollaborationprocess disciplinesensitivity in conversationsgoal settingstrategic thinkingfollow-uporganizational skills
Certifications
CEACPA-20financial market certifications