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Financial Planners / Advisors

No. 832
May 4, 2022
Location
Pointe-Claire
Salary
To be discussed
Job category
Accounting - Finance
Type of job
Permanent
You are looking to grow in your career in financial services. Our client, one of Canada’s best reputed independent financial planning companies, is looking for your wealth management and finance talent. You are interested and attracted to unlimited revenue? This position is for financial specialists with an entrepreneurial spirit, wishing to join a firm passionate about their field, ready to support you to build a high-value clientele. Our primary goal is to quickly put you in contact with this great energetic team that wants to grow.

Tasks

  • Ensuring the optimal financial planning and the management of the client’s portfolio.
  • Participating in the action plan, including insurance, mortgage and placements.
  • Developing financial strategies to meet objectives.
  • Maintaining client relations.
  • Carrying out any other similar task.

Advantages

  • Autonomous worker.
  • Unlimited revenue.
  • Fringe benefits offered – partially paid by the employer.
  • Multidisciplinary team at your disposal (notary, lawyer, accountant and tax advisor).
  • Possibility of advancement, title of Financial Planner paid by the employer.
  • Continuous training offered by the employer.
  • Being associated to a prestigious firm.

Job requirements

  • Bachelor’s degree and/or experience related to the position.
  • Experience as a Group Savings Representative.
  • Excellent French and/or English.

Advisor for this position

Isabelle Beaucage
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