En tant qu’associé(e), vous seconderez un(e) conseiller(ère) financier(ère) principal(e) et son équipe dans le cadre de leur pratique de planification financière, en offrant un large éventail de produits et services financiers à la clientèle.
Ce rôle convient tout à fait à une personne intéressée à utiliser le processus de planification financière pour améliorer les relations avec la clientèle et favoriser l’expansion d’une pratique prospère. Le (la) candidat(e) idéal(e) pour ce poste est un professionnel des services financiers qui a le souci du détail, qui aime résoudre des problèmes et qui est habilité à concevoir des plans financiers.
Cette personne aura la possibilité de s’épanouir au sein de l’équipe pendant de nombreuses années à venir, tant sur le plan personnel que professionnel.
Les responsabilités du poste comprennent, entre autres :
Qualifications et atouts :
Conditions :
Pour que votre candidature soit retenue, vous devez avoir :
Vous devriez également posséder les attributs suivants :
PWM Associates • Boucherville, Quebec, Canada
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