Essential Requirements

• Bachelor's degree or equivalent experience.
• 3 years to less than 5 years of experience in financial planning.
• Knowledge of desktop publishing software.
• Ability to work in a bank or caisse populaire in the financial services industry.
• Authorization to work in Canada and willingness to relocate.

Job Responsibilities

• Advise on trust account investments.
• Identify clients’ financial goals and objectives.
• Analyze clients’ financial records.
• Develop financial plans for clients.
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.

Work Conditions

Hybrid work arrangement. Attention to detail. Dependability. Efficient interpersonal skills. Interpersonal awareness. Judgement. Organized.

Employment Terms

• Morning, day, and evening shifts.