Planificateur financier senior

5 days ago


CarletonsurMer, Quebec, Canada National Bank Full time
Titre du poste

Planificateur financier

Description du poste

En tant que Planificateur financier, vous serez chargé de conseiller la clientèle sur leurs besoins financiers et de les aider à atteindre leurs objectifs de vie. Vous travaillerez en étroite collaboration avec les autres membres de l'équipe pour développer des solutions personnalisées pour chaque client.

Responsabilités
  • Identifier les besoins d'investissement et de financement de la clientèle
  • Concevoir des plans financiers personnalisés pour répondre aux besoins des clients
  • Conseiller les clients sur leurs options d'investissement et de financement
  • Travailler en étroite collaboration avec les autres membres de l'équipe pour développer des solutions pour les clients
Compétences requises
  • Expérience en gestion de portefeuille
  • Connaissance des marchés financiers
  • Compétences en analyse financière
  • Capacité à communiquer efficacement avec les clients
Avantages
  • Environnement de travail dynamique et collaboratif
  • Opportunités de développement professionnel
  • Avantages sociaux et de bien-être


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