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Financial Services Specialist

2 months ago

Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full time
About the Role

We are seeking a highly skilled Financial Advisor to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimization.
  • Cash Management: Provide guidance on cash management strategies, including budgeting and investment planning.
  • Insurance and Risk Management: Make recommendations on insurance coverage and risk management strategies to protect clients' assets.
  • Retirement and Estate Planning: Develop plans for clients' retirement and estate planning, including strategies for maximizing retirement savings and minimizing tax liabilities.
Personal Qualities
  • Dependability: Demonstrate a high level of dependability and reliability in all aspects of your work.
  • Interpersonal Skills: Possess excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Communication: Demonstrate excellent oral and written communication skills, with the ability to clearly explain complex financial concepts to clients.
  • Initiative: Take the initiative to stay up-to-date with industry developments and best practices.
Requirements
  • Education: Secondary (high) school graduation certificate.
  • Experience: Will train.
  • Workplace Information: Hybrid work arrangement.
  • Health Benefits: Dental plan and health care plan.
  • Financial Benefits: Commission, life insurance, and Registered Retirement Savings Plan (RRSP).
  • Language: French.
  • Work Hours: 40 to 50 hours per week.