Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
About the role
- Financial Planner supporting advisors with advanced financial strategies for high-net-worth clients. Collaborating on innovative solutions in a trusted environment at iA Financial Group.
Responsibilities
- Actively contribute to the development and continuous improvement of the Advanced Financial and Tax Solutions department
- Develop new financial and tax planning tools and calculators used by the team and advisors, and keep them up to date
- Analyze, draft, and present recommendations on various advanced financial planning topics for iA Financial Group’s high‑net‑worth clients
- Occasionally provide and deliver training, in collaboration with team members, to wealth management leaders, individual insurance leaders, and advisors on topics such as taxation, business transfers, data gathering, etc.
- Participate in the training of new team members and coach interns
- Produce recommendations for analyzed cases and explain complex information in clear terms for advisors and financial planners across our networks
- Occasionally participate in presenting financial planning reports to clients alongside the advisor or financial planner
- Analyze all requests received by email, allocate work according to each person’s specialty, understand the request, the technical content, and the final objective
- Conduct research on new developments in financial and tax planning in collaboration with other teams in the Individual Insurance division
- Analyze results and prepare reports and recommendations for management
- Establish forecasts and analyze trends related to sales, finance, and other business areas
- Create “what‑if” financial models to support future business planning decisions in areas such as product development and marketing strategy design
Requirements
- 3 to 5 years of experience in financial planning with professionals, business owners, and high‑net‑worth clients
- Bachelor's degree in Business Administration – Financial Services profile or a related field
- Financial planning designation achieved or in progress
- Strong mastery of technological tools, including Excel programming with VBA and advanced PowerPoint use
- Advanced level of English since the role requires regular communication with English‑speaking clients
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
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