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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning processes, particularly in retirement planning strategies, while effectively communicating and collaborating with stakeholders. Capable of designing training content and providing constructive feedback to enhance operational effectiveness.
Highest-signal resume keywords
Personal Financial Planner (PFP) DesignationCertified Financial Planner (CFP) DesignationExpertise In Retirement PlansFinancial Planning Process KnowledgeFluency In French And English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRetirement PlansDefined Benefit PlansDefined Contribution PlansHybrid PensionsCommuted ValuesData InterpretationComplex Financial AnalysisTraining Content DesignOperational Effectiveness
Soft Skills
Interpersonal SkillsWriting SkillsFacilitation SkillsProblem-SolvingCollaboration
Certifications & Qualifications
Personal Financial Planner (PFP)Certified Financial Planner (CFP)
Industry Keywords
Financial PlanningRetirement PlanningClient ConsultationStakeholder EngagementTraining Development
About the role
Key responsibilities & impact- Review, analyze, and report on the quality of financial plans, especially retirement and education plans
- Review and interpret supporting documentation and client notes to validate plan inputs and assumptions
- Provide constructive feedback to Financial Advisors and their Leaders
- Highlight risks and improvement opportunities through written communication and consultation calls
- Identify training, job aid, and resource opportunities
- Design and deliver training content with Talent Management or directly to stakeholders
- Recommend enhancements to planning tools, processes, and operational effectiveness
- Stay current on financial and retirement planning strategies
- Build relationships with internal stakeholders
- Participate in special projects
Requirements
What you’ll need- Minimum of three years’ practical experience in financial planning
- Personal Financial Planner (PFP) designation required, or Certified Financial Planner (CFP) designation/IQPF
- In-depth knowledge of the financial planning process
- Expertise in retirement plans, including Defined Benefit, Defined Contribution, Hybrid Pensions, and Commuted Values
- Well-developed interpersonal, writing, and facilitation skills
- Ability to solve problems, analyze complex financial information, and interpret data
- Ability to work collaboratively and adapt to ambiguity and continuous change
- Fluency in French and English
- Legally eligible to work at the specified location; valid work or study permit where applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Technological toolkit and workspaces to support collaboration