Financial Planning Specialist

2 months ago

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

We are seeking a highly motivated and detail-oriented Financial Planning Specialist 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 planning and advisory services to our clients.

Key Responsibilities
  • Client Needs Assessment: Conduct thorough assessments of clients' financial goals, objectives, and risk tolerance to develop personalized financial plans.
  • Financial Analysis: Analyze clients' financial records, including income, expenses, assets, and liabilities, to identify areas for improvement and optimize financial performance.
  • Financial Planning and Recommendations: Develop and implement comprehensive financial plans, including investment strategies, retirement planning, and estate planning, to help clients achieve their financial goals.
  • Client Communication: Provide regular updates and recommendations to clients, ensuring they are informed and engaged throughout the financial planning process.
Requirements
  • Education: Secondary (high) school graduation certificate
  • Experience: Will train
Personal Suitability
  • Dependability: Demonstrate a strong commitment to meeting deadlines and delivering high-quality results.
  • Interpersonal Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Initiative: Show a proactive approach to problem-solving and a willingness to take on new challenges.
  • Organized: Demonstrate strong organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
Work Environment
  • Workplace: Hybrid
  • Hours: 40 to 50 hours per week
Benefits
  • Commission: Earn a competitive commission on sales and referrals.
  • Life Insurance: Receive comprehensive life insurance coverage.
  • Registered Retirement Savings Plan (RRSP): Participate in a company-matched RRSP program.

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