Planificateur Financier Confirmé

About the Position

Join Atlantis Financial Inc., a premier financial planning and investment firm dedicated to transforming wealth management through personalized, interactive, and data-driven experiences. We move beyond market trends to provide evidence-based strategies that align your clients' life goals with their financial resources.

Main Missions

• Collaborate closely with clients to develop and implement highly customized financial plans.
• Design and execute comprehensive strategies including retirement planning, investment management, and wealth solutions.
• Analyze complex financial data to provide evidence-based investment recommendations rooted in academic research.
• Ensure long-term client success through continuous support, regular portfolio updates, and proactive financial education.
• Align business and trust requirements with efficient, strategic financial frameworks.

Profile Required

• Proven experience in financial planning or wealth management.
• Strong analytical mindset with a focus on evidence-based investing rather than market trends.
• Exceptional interpersonal skills to build long-term, interactive client relationships.
• Ability to translate complex financial concepts into actionable, strategic advice.
• Commitment to a professional, research-driven approach to financial management.

Required Skills

• Financial Planning & Strategy
• Investment Management
• Wealth Management
• Retirement Planning
• Data Analysis & Evidence-Based Research
• Client Relationship Management (CRM)