Financial Planner
Tasks
- Ensuring optimal financial planning and client portfolio management.
- Participating in the action plan including insurance, mortgages, and investments.
- Developing financial strategies to meet objectives.
- Analyzing various financial products on the market.
- Preparing and consolidating client files for the President's use.
- Meeting with suppliers.
- Performing any other tasks related to the position.
Advantages
- Group insurance (100% employer-paid).
- Profit-sharing program.
- Diverse and interesting career opportunities.
- Comprehensive training.
- Company events.
- Modern work environment.
- Supportive and attentive team.
- Innovative and unique company design, recognized across Canada (no shortage of big ideas here).
Job requirements
- Bachelor's degree or relevant experience.
- Financial Planner title from the Institut de planification financière.
- Mutual Fund Representative licence.
- Experience as a mutual fund representative.
- Excellent proficiency in French or English.
Desired profile
- Client orientation.
- Attention to detail, meticulousness, and rigour.
- Strong organizational skills.
- Excellent time and priority management skills.
- Analytical, logical, and synthesis skills.
- Problem-solving skills and global vision.
- Autonomy
- Ability to take initiative.
- Strong communication and listening skills.
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