Financial Planning Specialist
CurrentAdvising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.In-depth knowledge of RRSP, TFSA, Wealth Account etc.Analyzing financial data received from clients to develop strategies for meeting clients' financial goalsPreparing or interpreting financial document summaries, investment performance reports and income projections for clients.Helping clients with debt consolidation.Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.