Starting from $100,000 per year (depending on experience)
Job category
Accounting - Finance
Type of job
Permanent
Schedule
Day shift, Monday to Friday, full-time (40 hours per week)
Are you meticulous and results-oriented? Do your deciphering skills go beyond numbers? Do you have an analytical mind? We would like to meet you!
Our client, among the recognized leaders in financial planning, is seeking your talent in wealth management and finance.
This position, reporting directly to the President, is for finance specialists looking to join a firm passionate about its field.
Your goal will be to ensure clients make informed and beneficial decisions so that they achieve their financial objectives!
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.