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Financial Planning Specialist

1 month ago


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

Job Summary: As a Financial Planning Specialist at Marjolaine Dion C.O. et RH, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.

Key Responsibilities:

  • Identify clients\u0027 financial goals and objectives
  • Analyze clients\u0027 financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning

Personal Suitability:

  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Initiative
  • Interpersonal awareness
  • Organized

Workplace Information:

  • Hybrid

Benefits:

  • Dental plan
  • Health care plan
  • Commission
  • Life insurance
  • Registered Retirement Savings Plan (RRSP)

Language: French

Hours: 40 to 50 hours per week