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,...