Planificateur Financier Confirmé
Atlantis Financial Inc. · Barrie
Job description
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)
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Atlantis Financial Inc.
Barrie
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