Financial Advisor

1 week ago

Edmonton, Alberta, Canada Investment Planning Counsel Full time

Grâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu'à réussir sur le plan professionnel? Un cabinet qui vous permet d'offrir à vos clients une planification exhaustive fondée sur les objectifs?

Êtes-vous une personne :

  • Qui a une compréhension empathique des besoins de ses clients?
  • Qui est concentrée sur l'atteinte des objectifs et qui garde la récompense en tête?
  • Qui est responsable de ses réussites et de ses échecs?
  • Qui est optimiste lorsqu'elle rencontre des défis?
  • Qui est motivée à rivaliser avec les autres, à réussir et à gagner?

Investment Planning Counsel (IPC) est l'une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise. Au cours des 25 dernières années, nos conseillers ont aidé les investisseurs à réaliser leurs rêves au moyen d'une bonne planification financière et de conseils complets en gestion du patrimoine. Chez IPC, nous avons réfléchi à chaque aspect du rôle de conseillère ou de conseiller en sécurité financière en pensant à vous.

Quel est le rôle de la conseillère ou du conseiller en sécurité financière?

  • Offrir des solutions de gestion du patrimoine personnalisées pour aider les clients à atteindre leurs objectifs financiers à long terme
  • Établir et approfondir les relations avec les clients
  • Rencontrer et appeler les clients sur une base régulière
  • Informer les clients sur l'ensemble des produits, des solutions et des services offerts par IPC
  • Promouvoir la proposition de valeur d'IPC

Quels traits de personnalité et quelles aptitudes devez-vous posséder?

  • Compétences pour établir des relations durables avec les clients
  • Capacité à tirer parti de la technologie pour améliorer l'expérience client
  • Préférence marquée pour une rémunération fondée sur le rendement
  • Grande motivation personnelle, dynamisme et esprit d'entreprise
  • Capacité à faire preuve d'esprit critique et de discernement dans le cadre de la prestation de services aux clients

Quelles qualifications professionnelles devez-vous avoir?

  • Études postsecondaires en affaires et/ou trois à cinq ans d'expérience dans l'industrie
  • Réussite du cours de l'Institut des fonds d'investissement du Canada et du cours sur le commerce des valeurs mobilières au Canada
  • Permis de l'ACCFM
  • Accréditation professionnelle (CFP, CIM ou titre équivalent), un atout

Ce qui vous attend à IPC (# lifeatIPC)

  • Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
  • Des belles occasions de contribuer au bien-être de votre collectivité grâce à IPC Cares
  • De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d'achat d'actions, des rabais d'entreprise, des événements sociaux, un horaire de travail estival et de la convivialité
  • De fabuleux programmes pour souligner votre réussite
  • Des équipes de direction accessibles, qui prendront le temps de bien vous connaître

Si vous connaissez une personne à qui ce rôle conviendrait, faites-lui parvenir cet avis de poste à pourvoir et encouragez-la à postuler

Si vous poursuivez le processus de sélection, veuillez nous aviser de toute adaptation particulière dont vous pourriez avoir besoin. Tous les renseignements que vous nous fournirez demeureront absolument confidentiels.

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