Career Opportunities as a Financial Planner

2 weeks ago


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

We are seeking a highly motivated and detail-oriented Financial Advisor to join our team at Marjolaine Dion C.O. et RH.

About the Role

This is an exciting opportunity for a skilled professional to utilize their expertise in financial planning, analysis, and management to help our clients achieve their financial goals.

Salary Information

The estimated annual salary for this position is $65,000-$80,000 CAD, based on industry standards and location.

Job Description
  • Develop and implement comprehensive financial plans tailored to individual client needs, including cash management, investment planning, and retirement planning.
  • Analyze client financial records to identify areas of improvement and make recommendations accordingly.
  • Build strong relationships with clients through excellent communication and interpersonal skills.
Requirements
  • Possess a Secondary (high) school graduation certificate or higher.
  • Demonstrate dependability, initiative, and organized work habits.
  • Excellent oral and written communication skills, with the ability to interact effectively with diverse clients.
Benefits
  • Hybrid work arrangement offering flexibility and work-life balance.
  • Dental and health care plans to support employees' overall well-being.
  • Competitive commission structure and Registered Retirement Savings Plan (RRSP) to foster long-term financial security.
Work Environment

Our dynamic team operates in a fast-paced environment, providing opportunities for growth and professional development.



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