Financial Advisor

3 weeks ago

Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

**Conseiller financier / Analyste (0-3 ans d'expérience) - Temps plein**

100 % en bureau. Ottawa.

Grandmaster planification financière | Réseau indépendant de Sécurité financière Desjardins

**Introduction**:
Rejoignez notre mission chez Grandmaster planification financière, où nous redéfinissons la planification financière au Canada grâce à notre engagement envers l'excellence et l'accessibilité. En tant que boutique indépendante de premier plan avec plus de 140 millions de dollars d'actifs, nous sommes en pleine croissance — passant de notre actuel groupe de quatre conseillers à sept d'ici fin 2024. Nous nous spécialisons dans la prestation de services complets comprenant la planification de retraite, la gestion des risques et la planification successorale, avec une expertise reconnue en analyse de régimes de pensions.

Notre avantage est notre analyse méticuleuse et nos conseils sur mesure. Nous sommes fiers d'être une ressource tout-en-un pour la planification financière, où l'innovation et les solutions financières stratégiques sont au premier plan.

Nous recherchons des individus remarquables avec une passion pour la finance et un désir d'impacter profondément le bien-être financier des Canadiens. Avec nous, vous trouverez non seulement un emploi, mais une carrière qui exige et récompense l'innovation, la réflexion critique et une approche proactive de la prise de décision.

Saisissez la chance de travailler aux côtés de certains des planificateurs financiers les plus compétents de l'industrie. Si vous êtes un apprenant dynamique visant une avancée professionnelle rapide, nous offrons la plateforme qui vous permettra d'élever votre potentiel.

**Description du poste**:

- Réaliser des analyses financières essentielles et complexes.
- Gérer et améliorer les relations avec les clients.
- Assumer la responsabilité complète des comptes clients désignés.
- Effectuer l'analyse de titres et la gestion des portefeuilles.
- Contrôler et rendre compte de la performance des investissements.
- Se tenir au courant de l'actualité financière et des tendances du marché.
- Créer des modèles financiers avancés.
- Résoudre les problèmes quotidiens avec agilité et créativité.
- Apprendre et s'améliorer rapidement.

**Exigences du poste**

**Compétences techniques**:

- Bilingue en français et en anglais.
- Maîtrise des mathématiques financières - TVM.
- Familiarité avec les états financiers, la valeur versus le prix, et les marchés financiers.
- Compréhension de la titrisation et des classes d'actifs.
- Bonne compréhension des principes économiques et du capitalisme.
- Maîtrise de la suite MS Office : Excel, PowerPoint, Word.

**Compétences générales**:

- Capacité de résolution de problèmes de manière indépendante.
- Intérêt distingué pour la finance.
- Compétences exceptionnelles en communication et relations interpersonnelles.
- Compétences technologiques avancées et adaptabilité.
- Appréciation pour la critique constructive.
- Engagement envers l'honnêteté intellectuelle.
- Attention aux détails - prise de décision à hauts enjeux.

**Expérience requise**:

- Expérience dans l'industrie de 0 à 3 ans.

**Qualifications éducatives**:

- Un diplôme universitaire est requis.

**Avantages et rémunération**:

- Salaire de départ variant entre 65 000 $ et 75 000 $, plus un bonus de performance.
- Les avantages incluent l'assurance maladie, un plan de retraite collectif et un minimum de 2 semaines de vacances payées.

**Date limite de postulation**:

- Postuler avant le 1er mai 2024, 23h59.
- Si vous avez été sélectionné pour un entretien, notre équipe RH vous contactera avant le 2 mai 2024, 23h59.

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