Conseiller financier senior
1 week ago
En tant que Conseiller financier senior, vous jouerez un rôle crucial auprès de vos clients. À travers les 7 champs de la planification financière, vous travaillerez en étroite collaboration avec l'équipe afin d'aider et conseiller de manière distinctive et personnalisée votre client dans l'atteinte de ses objectifs de vie par l'élaboration de son plan financier. Votre travail vous permettra de développer vos relations d'affaires, votre entrepreneurship, votre rôle-conseil et de mettre à profit votre leadership.
Vos responsabilités- Identifier les besoins d'investissement et de financement de votre client et élaborer son plan financier
- Conseiller la clientèle en suivant ses besoins et les tendances du marché afin d'offrir des solutions adaptées et une expérience client hors du commun
- Saisir et créer les occasions de développement des affaires afin d'augmenter la clientèle et de croître le volume des portefeuilles existants
- Être un leader positif en coachant vos collègues dans leur développement et leur permettre d'évoluer dans leurs fonctions.
Au sein du secteur Services aux Particuliers, vous faites partie d'une grande équipe de collègues et vous relèvez de la Directrice Planificateurs Financiers. Vous serez responsable de la clientèle de trois succursales de la région de Mississauga (Britannia Road, Eglinton Ave et 350 Burnhamthorpe).
Compétences requises- Baccalauréat ainsi que de l'expérience pertinente en développement des affaires dans le domaine du service-conseil financier
- Certifié planificateur financier (CFP) complété ou en voie de le devenir dans les 12 prochains mois
- Licence de représentant en épargne collective (REC)
- Expérience en gestion de portefeuille avec objectifs de développement des affaires à atteindre
- Bon joueur d'équipe et avoir un esprit collaboratif.
- Programme santé et bien-être incluant de nombreuses options
- Assurance collective flexible
- Régime de retraite généreux
- Régime d'acquisition d'actions
- Programme d'aide aux employées et employés ainsi qu'à leur famille
- Services bancaires préférentiels
- Implication dans des initiatives communautaires
- Service de télémédecine
- Clinique virtuelle d'amélioration du sommeil
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