FINANCIAL PLANNING CONSULTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Apr 8, 2025 - The Financial Planning Consultant demonstrates strong expertise in financial planning, investment strategies, and life pensions, with a solid understanding of industry regulations and best practices. This role requires excellent communication, analytical, and customer relationship skills to maintain a successful track record in financial service sales. The consultant delivers effective financial guidance under pressure by leveraging technical knowledge, attention to detail, and fluency in English or Chinese.

Essential Hard and Soft Skills for a Financial Planning Consultant Resume
  • Data Analysis
  • Financial Modeling
  • KPI Development
  • Business Case
  • Process Improvement
  • Order Management
  • Financial Analysis
  • Regulatory Knowledge
  • Portfolio Growth
  • Investment Strategy
  • Strategic Thinking
  • Cross-Functional Collaboration
  • Decision Support
  • Project Support
  • Customer Service
  • Team Motivation
  • Client Engagement
  • Mentorship Support
  • Relationship Building
  • Team Collaboration

Summary of Financial Planning Consultant Knowledge and Qualifications on Resume

1. BA in Economics with 3 years of Experience

  • Working experience in financial services
  • Must have licensure including Series 6, 63, 7, 65/66 and CRPC designation
  • Must have an MBA, CFP, or CFA designation
  • Strong sales and customer relationship experience
  • Full understanding of retirement and retirement income planning
  • Strong work ethic, a combination of inbound and outbound calling experience and leadership traits
  • Effective verbal and written communication to deliver clear, effective, and professional presentations
  • Strong organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
  • Be confident when using IT systems and demonstrate efficient IT skills
  • Excellent knowledge of French and English (spoken and written)

2. BA in Actuarial Science with 4 years of Experience

  • Excellent knowledge of financial planning
  • Superior verbal and written communication skills
  • Excellent facilitier portfolios and prepare retirement/investment plans
  • Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force
  • Be able to establish and maintain good relationships with clients and colleagues
  • Able to share results of customer discussions and coordinate the delivery of products/services sold with the relationship manager
  • Deep knowledge of the financial industry, financial products, best practices, and tax regulations 
  • Have excellent customer service skills and demonstrate this with all colleagues within the firm as well as existing and prospective clients
  • Able to work effectively in a team environment
  • Work effectively under pressure and maintain a positive attitude
  • Capable of multi-tasking, prioritizing, and managing time efficiently

3. BA in Finance with 6 years of Experience

  • Able to use oral and written communication skills sufficient to interact effectively with and guide clients on various planning options
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant
  • Exemplary communication skills, math skills, relationship skills, and customer service skills
  • Have a proven track record in financial service sales, working to and achieving sales targets
  • Have strong technical knowledge in life pensions and investments
  • Be target-driven and have the ability to work well under pressure
  • Detail-oriented and the ability to follow up on tasks
  • Must be fluent in English or Chinese
  • Knowledge of the financial industry, financial products, best practices, and tax regulations
  • Working experience in financial planning and reporting systems 

4. BA in Risk Management with 7 years of Experience

  • End-to-end delivery experience of BPC and/or SAP Analytics Cloud for Planning solutions
  • Must have SAP Certification in SAP Analytics Cloud or BPC 
  • Integration experience with SAP S/4HANA or BW 
  • Strong domain experience in Budgeting, Planning, Forecasting
  • Good understanding of configuring input forms, reports, calculation (logic, formulas) and integration packages
  • Must have solid client engagement skills
  • Strong communication and presentation skills - both written and verbal
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software
  • Knowledge of the financial industry, financial products, best practices, and tax regulations
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant
  • Excellent math skills, relationship skills, communication skills, and customer service skills 
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