Job Order Detail

Description

Our client serves a niche market with customized financial products designed to be leveraged to meet the planning needs of owners of privately-held mid- to large-sized Canadian businesses

The Role:

Manage, retain and grow assigned client business
Achieve a full understanding of client financial support requirements and proactively manage all defined profile activity
Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, corporate structures and financial objectives to help craft business and financial solutions
Provide end to end support of all client activities including new/additional business, participation in solution/model discussions, identification and proposal of financial solutions/structures that optimize client support
Liaise with clients, their authorized representatives, as well as insurance, legal and banking representatives to explain, negotiate and implement the details of custom financial plans and strategies
Keep in touch with clients throughout the year and monitor any life changes that may require a profile review or modification

The Ideal Candidate:

Understands corporate structures, finance, insurance, and taxation implications
Competency with financial reports, model diagrams and project plans
Experience with designing information and project structures that enable clear tracking
Skilled in Microsoft Office applications (Advanced Excel required)
Experience with project management software, CRMs, Crystal Reporting and Visio would be beneficial
Business, Mathematics or Actuarial Science degree
Ideally an MBA, CA or CPA designation, or equivalent work experience in the finance/Insurance industry or finance/accounting/controlling area of a company
3-5 years in an analytical capacity as part of a team
Exposure to entrepreneurial clients or experience working in an entrepreneurial environment