Bilingual Virtual Financial Planner
October 9
🇨🇦 Canada – Remote
💵 $44.5k - $82.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Description
• Provides financial and investment planning and advice • Determines client needs and provides solutions through managed products and services • Engages with new and existing customers by providing needs-based assessments • Implements business development strategies to acquire new business • Identifies opportunities during customer conversations for referrals • Develops and implements a relationship management plan • Responds to investment requests aligned with customer goals • Maintains current knowledge of investment products and trends
Requirements
• Typically between 3-5 years of relevant experience • Post-secondary degree in related field of study or equivalent • Must meet regulatory licensing and registration requirements of a Financial Planner in Quebec • Fluent in French and English • Advanced knowledge of financial industry • In-depth verbal & written communication skills • In-depth collaboration & team skills • In-depth analytical and problem solving skills • In-depth influence skills
Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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