Altro Levy LLP is constantly searching for new legal talent at both the lawyer and paralegal assistant levels. If you are in search of a challenging, fast-paced and rewarding career with an established mid-sized and growing law firm, we would be very pleased to meet with you. Altro Levy LLP offers competitive wages/salary and benefits to all our assistants and lawyers. We value our employees and a strong emphasis is placed on maintaining a healthy work-life balance.
Position: Financial Planning Associate
Altro Levy LLP and MCA Cross Border Advisors Inc. are looking for a Financial Planning Associate to join their team of cross border professionals.
MCA Cross Border Advisors Inc. develops cross border financial plans to help Canadians moving to the U.S. and Americans in Canada achieve their goals in the areas of taxation, estate planning, retirement, health coverage & insurance, investment management and immigration. Our cross border financial planning process creates the path from one country to the other, allowing clients to take advantage of opportunities and avoid costly mistakes.
As a Financial Planning Associate, you will be required to assist in implementing and developing financial plans with the Firm’s Principal and CEO. This opportunity allows the successful candidate to join a specialized cross border financial planning practice.
-Assist in data gathering and fact finding
-Assist in financial planning analysis
-Conduct research and provide findings related to cross border issues affecting the client’s financial plan
-Draft financial plans and memos based on the analysis and recommendations to clients from the Firm’s Principal and CEO
-Assist in the implementation and monitoring of financial plans
-Proactively follow-up with clientele to address their questions and concerns regarding their financial plan
-Work collaboratively with other colleagues and professionals to ensure clients experience exceptional service and have all of their financial needs met
- 2-3 Years experience in the financial services industry
- Excellent communication, time management and organizational skills
- Demonstrate PC literacy, including financial planning software and Microsoft Office
- Interest in Financial Planning
- Candidates must be working towards a designation within the financial services industry
MCA Cross Border Advisors Inc. is geared to deliver quality client service and excellence. Team members are motivated to expand their learning and evolve their professional development. Our Firm culture is team oriented, where teammates are encouraged to communicate openly and work together within a professional environment.
Our benefits package includes:
- Life Insurance
- Medical & Dental Insurance
- Short & Long-Term Disability Coverage
- Mentorship & Professional Development Programs
Salary: To Be Discussed
Contact: Human Resources, firstname.lastname@example.org