Financial and Investment Planner

1 month ago

Laval, Canada Bédard Ressources Full time
Tasks Strategic Fund Management:
  1. Establish and follow a fund selection protocol.
  2. Build and monitor multi-fund portfolios according to client needs.
  3. Recommend new funds to follow and identify those needing adjustments.
  4. Perform periodic portfolio rebalancing to optimize returns.
Financial Investment Analysis:
  1. Provide expertise on strategic investment directions.
  2. Analyze fund performance in client portfolios.
  3. Monitor research reports on financial industry trends.
  4. Manage risks associated with investment strategies and propose appropriate mitigation measures.
Market Monitoring and Strategy Development:
  1. Stay abreast of financial sector trends and investment innovations.
  2. Monitor new investment products and strategies.
  3. Develop alternative product offerings by identifying products that meet client needs.
Collaboration and Communication:
  1. Regularly engage with providers to assess new investment opportunities.
  2. Ensure smooth communication with external partners to facilitate information sharing.
  3. Participate in new product evaluation processes and recommend top options to the president.
Financial Planning:
  1. Conduct retirement planning or financial independence plans.
  2. Contribute to estate planning actions, including personal insurance.
  3. Develop financial strategies to achieve client objectives.
  4. Prepare and consolidate client files for president's utilization.
  5. Perform related tasks to ensure smooth operations.
Advantages
  • Group insurance (fully paid by employer) including telemedicine services.
  • Reimbursement of health-related expenses, wellness, and telecommuting equipment.
  • Profit-sharing program.
  • 4 weeks of vacation starting from the first year.
  • Company events.
Job Requirements
  • Bachelor's degree in Finance, Economics, Actuarial Science, or related field.
  • Holder of the Financial Planner (IQPF) designation.
  • Candidate (or holder) of the CFA designation.
  • Strong expertise with investment products (ETFs, mutual funds).
  • Excellent command of spoken and written French and English.
Desired Profile
  • Client-focused mindset.
  • Adventurous spirit with a passion for details and precision.
  • Organized thinker able to navigate through time and priority challenges.
  • Natural explorer with analytical skills and a global vision.
  • Skilled communicator, ready to listen and share ideas.
  • Autonomous leader, prepared to take initiative and forge new paths to financial success.
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