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