About Company
At Career.zycto, we believe in empowering our clients to achieve their financial aspirations through meticulous planning and dedicated support. For a financial planning support analyst, this environment offers unparalleled growth, working alongside seasoned professionals who value precision, client-centric solutions, and continuous learning. We foster a collaborative culture where your contributions directly impact client success and the strategic direction of our services. Join a team where your analytical prowess and organizational skills are not just utilized but celebrated, making Career.zycto the perfect place to advance your career in financial services.
Job Description
Career.zycto is actively seeking a highly motivated and detail-oriented Financial Planning Support Analyst to join our thriving team in Kitsilano, Vancouver. This is a crucial role where you will play an integral part in supporting our Senior Financial Planners and Advisors, ensuring the seamless delivery of comprehensive financial advice to our diverse clientele. If you possess a keen analytical mind, a passion for financial planning, and a commitment to operational excellence, we invite you to explore this exciting opportunity.
In this role, you will be instrumental in the preparation, implementation, and ongoing management of client financial plans. This involves meticulous data gathering, analysis of client financial situations, preparation of detailed financial reports, and ensuring all documentation meets regulatory compliance standards. You will work closely with our planning team to research investment products, insurance solutions, and tax strategies, contributing directly to personalized client recommendations. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional organizational skills, a proactive approach to problem-solving, and an unwavering commitment to accuracy. This position offers a fantastic platform for professional development within the financial planning industry, providing exposure to complex financial scenarios and direct mentorship from experienced professionals. We are looking for someone eager to learn, contribute meaningfully, and grow with our firm as we continue to expand our footprint in the Vancouver market. Your dedication will directly impact our clients’ ability to achieve their financial dreams, making this a truly rewarding career path.
Key Responsibilities
- Assist Senior Financial Planners in preparing comprehensive financial plans, including cash flow analysis, retirement projections, investment summaries, and insurance needs assessments.
- Gather and organize client financial data, ensuring accuracy and confidentiality.
- Prepare client review documents, statements, and other necessary reports for client meetings.
- Conduct research on various financial products, investment opportunities, and industry best practices.
- Process new client applications, transfers, and account maintenance requests with precision and efficiency.
- Ensure all client files and firm operations comply with relevant regulatory requirements and internal policies.
- Act as a liaison between clients, planners, and back-office support for administrative tasks and inquiries.
- Maintain and update client information in CRM systems, ensuring data integrity.
- Support the team with ad-hoc projects and administrative tasks as required to maintain smooth operations.
Required Skills
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 2 years of experience in a financial services or financial planning support role.
- Proficiency in financial planning software (e.g., NaviPlan, eMoney, FP Solutions).
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- High level of accuracy and attention to detail.
- Proficient in Microsoft Office Suite, especially Excel, Word, and Outlook.
- Ability to work independently and collaboratively in a team environment.
Preferred Qualifications
- Completion or enrollment in Canadian Securities Course (CSC) or other relevant industry designations (e.g., PFP, QAFP, CFP).
- Experience with Customer Relationship Management (CRM) software specific to financial advisory firms.
- Knowledge of Canadian tax laws, investment products, and insurance concepts.
- Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Employer-matched retirement savings plan.
- Generous paid time off and holidays.
- Opportunities for professional development and continuing education.
- Collaborative and supportive work environment.
- Modern office space in the vibrant Kitsilano neighborhood with easy access to amenities.
- Company-sponsored wellness programs and social events.
How to Apply
Ready to take the next step in your career with Career.zycto? We encourage all qualified candidates to apply by clicking on the application link below. Please ensure your resume and cover letter highlight your relevant experience and how you meet the requirements of this role. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
