Financial Planner

Financial Planner

Job Overview

Location
Mont-Tremblant, Quebec
Job Type
Full Time Job
Job ID
58128
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
210

Job Description

 

Your contribution

You have the desire to help and enjoy challenges, you'llplay an important role for your clients as a financial planner. Through all 7fields of financial planning, you'll work closely with the team to providestandout assistance and advice to clients when preparing a comprehensivefinancial plan for them. In your work, you'll build business relationships,develop your entrepreneurship and showcase your leadership. Come join a bankwhere you are recognized and your contribution will add value!

  • Profile:You must be enthusiastic about the client and overall financial planning offer
  • Experience:Relevant experience in business development in financial advisory services
  • Background:
    • Bachelor's degree (or equivalent recognized by the IQPF)
    • Valid licence of Mutual Fund Sales Representative (MFSRs)
    • Certified financial planner certification (CFP) or be on track to obtain it within the next 12 months
  • Language:
    • French / English (varies by region)

Job ID: 58128

Similar Jobs

Puma

Full Time Job

Financial planner Financial planner

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Financial planner Financial planner

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Financial planner Financial planner

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Financial planner Financial planner

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept