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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 skilled and motivated 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: Develop and implement comprehensive financial plans that address clients' short-term and long-term financial goals, including investment planning, retirement planning, and estate planning.
  • Financial Recommendations: Provide clients with expert financial recommendations on cash management, insurance coverage, investment planning, and other financial matters.
Personal Qualities
  • Dependability: Demonstrate a high level of dependability and reliability in all aspects of your work.
  • Interpersonal Skills: Possess excellent interpersonal skills, including efficient communication, active listening, and empathy.
  • Initiative: Take the initiative to identify opportunities for improvement and implement changes that benefit the organization and its clients.
  • Organizational Skills: Demonstrate strong organizational skills, including the ability to prioritize tasks, manage multiple projects, and meet deadlines.
Work Environment
  • Work Schedule: Work a regular schedule of 40 to 50 hours per week, with flexibility to accommodate client needs and business demands.
  • Work Environment: Work in a hybrid environment, with a mix of in-office and remote work arrangements.
Benefits
  • Competitive Compensation: Receive a competitive salary and commission-based compensation package.
  • Benefits Package: Enjoy a comprehensive benefits package, including dental and health care plans, life insurance, and a Registered Retirement Savings Plan (RRSP).