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Letko Brosseau: Financial Planner

Letko Brosseau

This is a Full-time position in Montreal, QC posted February 20, 2021.

Financial PlannerLetko, Brosseau & Associates is one of Canada’s leading independent investment management firms, serving both institutional and high net worth clients.

The firm’s approach is based on fundamental analysis, broad diversification, an international perspective, careful security selection and low turnover.

The strength and depth of our industry research and corporate analytical work, together with rigorous adherence to investment principles, have generated solid long-term results for clients since the firm’s foundation in 1987.Working closely with Directors, Investment Services, you will be responsible for answering client questions about financial planning, including with respect to:Retirement planning; Investment planning; Tax analysis and planning; Insurance needsanalysis; Estate planning;Income and debt management.In addition to offering comprehensive financial planning to clients, you will contribute to the development of our client portal by leveraging your market knowledge and sharing your ideas.

You will also take part in the development of an FAQ that will answer clients’ questions.Main responsibilities: Analyze clients’ financial situationPrepare and present reports with financial, tax and estate projections based on various scenarios, as well as adviceLeverage your expertise to build solid, trusting relationships with clients in order to keep track of and meet their changing needsAssist Directors, Investment Services with service delivery by answering clients’ technical financial planning questionsRequired profile: Financial Planner designation and IQPF diplomaA minimum of seven (7) years’ experience in financial planning, ideally in banking or insuranceBachelor Degree in Business Administration, Finance or any other related disciplineCanadian Securities Course (CSC), an assetBilingualism mandatory, both spoken and written (English and French)Ideal candidate qualifications: Excellent command of the financial, tax and legal environmentExcellent analysis and synthesis skillsGood communicator and team playerAutonomy, resourcefulness and initiativeDiscipline, logic and methodGood writing skillsActive listener able to build trustVery good knowledge and command of technology toolsSalary and benefits: Highly competitive base salary including an equity participation planImmediate access to medical, dental and life insurance coverage, along with long‑term disability insuranceEmployer contribution to a deferred profit sharing plan (DPSP)Discount on fitness centre membershipOur downtown Montreal office is easily accessible by public transit, with a vast array of restaurants and boutiques nearby!Our mission is to provide a supportive and inclusive environment where everyone can maximize their full potential.If you are ready for this challenge, please submit your resume to thank all candidates for applying, however, only those selected for an interview will be contacted.