Financial Planner

Financial Planner

Job Overview

Location
Boucherville, Quebec
Job Type
Full Time Job
Job ID
60617
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
115

Job Description

 Your contribution

You have the desire to help and enjoy challenges, you'll play an important role for your clients as a financial planner. Through all 7 fields of financial planning, you'll work closely with the team to provide standout assistance and advice to clients when preparing a comprehensive financial plan for them. In your work, you'll build business relationships, develop your entrepreneurship and showcase you rleader ship. Come join a bank where 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 thenext 12 months

·       Language:

·       French/ English (varies by region)

Job ID: 60617

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