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Financial Planners / Advisors, Pointe-claire, Bedard Human Resources

Published 2022-09-20
Expires 2022-10-20
ID #1175734922
Free
Financial Planners / Advisors, Pointe-claire, Bedard Human Resources
Canada, Québec, Pointe-Claire,
Published September 20, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Financial planners / advisors


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Description

You are looking to grow in your career in financial services. Our client, one of Canada's best reputed independent financial planning companies, is looking for your wealth management and finance talent. You are interested and attracted to unlimited revenue? This position is for financial specialists with an entrepreneurial spirit, wishing to join a firm passionate about their field, ready to support you to build a high-value clientele. Our primary goal is to quickly put you in contact with this great energetic team that wants to grow. Your challenge will consist of: - Ensuring the optimal financial planning and the management of the client's portfolio. - Participating in the action plan, including insurance, mortgage and placements. - Developing financial strategies to meet objectives. - Maintaining client relations. - Carrying out any other similar task. Benefits: - Autonomous worker. - Unlimited revenue. - Fringe benefits offered - partially paid by the employer. - Multidisciplinary team at your disposal (notary, lawyer, accountant and tax advisor). - Possibility of advancement, title of Financial Planner paid by the employer. - Continuous training offered by the employer. - Being associated to a prestigious firm. Requirements: - Bachelor's degree and/or experience related to the position. - Experience as a Group Savings Representative. - Excellent French and/or English. Salary: To be discussed Schedule: Flexible Status: Permanent Interested in this position? Send your application by email to Isabelle Beaucage at ibeaucagebedardressources.com This is not what you are looking for? Check all our other job opportunities on www.bedardressources.com Consult our website regularly, new positions are added every day

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    Registered on October 7, 2017

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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.


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