Your job

• Realize personalized financial planning that will meet the needs and objectives of your clients
• Identify clients' investment and financing needs in order to offer them the best financial planning solutions
• Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
• Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
• Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Required Skills

• Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services
• Diploma from the Institut Québécois de Planification Financière (IQPF) or on track to become one in the next 12 months
• Mutual Fund Representative (RCM) Licence

Privileged Skills

• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit

Your advantages

In addition to competitive compensation, we offer you, as soon as you are hired, a host of flexible benefits to promote your well-being and that of your family.

• Health and wellness program with many options
• Flexible group insurance
• Generous pension plan
• Share acquisition plan
• Employee and Family Assistance Program
• Preferential banking
• Initiatives that promote community involvement
• Telemedicine Service
• Virtual Sleep Enhancement Clinic