St John’s, Newfoundland and Labrador, Canada
- Building financial models using proprietary internal software to forecast key financial planning metrics for clients - Analyzing datasets and performing calculations pertaining to tax and estate planning - Meeting with advisor business units to develop strategic planning for high networth clients - Onboarding, training and mentoring new analysts to the team and contributing to company growth - Tax, insurance, and trust internal training and subject matter expert for the advisor business units - Working towards obtaining CFP designation