Financial Planning Specialist

2 weeks ago

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

At Marjolaine Dion C.O. et RH, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans. Your expertise in cash management, insurance coverage, investment planning, retirement, and estate planning will be invaluable in helping our clients achieve their financial goals.

Key responsibilities include:

  • Conducting thorough financial assessments to identify areas for improvement
  • Developing and implementing tailored financial plans to meet clients' needs
  • Providing expert advice on investment and retirement planning
  • Collaborating with clients to set and achieve financial goals

As a Wealth Management Consultant, you will have the opportunity to work closely with clients to understand their financial aspirations and develop strategies to achieve them. Your excellent communication and interpersonal skills will be essential in building strong relationships with clients and providing them with personalized service.

Our ideal candidate will have a strong background in finance, excellent analytical and problem-solving skills, and the ability to communicate complex financial concepts in a clear and concise manner. If you are a motivated and results-driven professional looking for a challenging and rewarding role, we encourage you to apply.

As an Investment and Retirement Advisor, you will play a critical role in helping our clients achieve their long-term financial goals. Your expertise in investment and retirement planning will be essential in developing personalized plans that meet clients' needs and risk tolerance. Your ability to communicate complex financial concepts in a clear and concise manner will be invaluable in building trust with clients and providing them with personalized service.

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