Financial Advisor / Analyst

at  Grandmaster Financial Planning DFSIN Ottawa

HARD SKILLS:

• Bilingual in French & English.
• Proficient in financial mathematics - TVM.
• Familiarity with financial statements, value vs price, and financial markets.
• Understanding of securitization and asset classes.
• Solid grasp of economic principles and capitalism.
• Mastery of MS Office Suite: Excel, PowerPoint, Word.

SOFT SKILLS:

• Independent problem-solving ability.
• Distinguished interest in finance.
• Exceptional interpersonal and communication skills.
• Advanced technology skills and adaptability.
• Appreciation for constructive criticism.
• Commits to intellectual honesty.
• Attention to detail - high-stakes decision making.

EXPERIENCE REQUIRED:

• Industry experience of 0-3 years.

EDUCATIONAL QUALIFICATIONS:

• A university degree is required.
• Candidates with CSC or IFIC licenses will be given preference.
• Preference will also be given to candidates with LLQP licenses.

• Conduct essential and complex financial analyses.
• Manage and enhance client relationships.
• Assume full responsibility for designated client accounts.
• Perform security analysis and portfolio management.
• Monitor and report on investment performance.
• Keep updated with financial news and market trends.
• Create advanced financial models.
• Tackle daily problem-solving with agility and creativity.
• Learn and improve fast.