Financial Planning Specialist
This role involves working closely with clients to understand their financial goals and objectives. As a financial planning specialist, you will develop and maintain long-term relationships with clients, providing personalized advice and solutions tailored to their needs.
Salary and Benefits
We offer a competitive salary and annual bonus, as well as a defined benefit pension plan that provides predictable, stable income throughout retirement.
Additionally, our group insurance includes telemedicine, and we reimburse health and wellness expenses and provide telework equipment.
Job Responsibilities
1. Client Advice and Support: Advise clients on the best strategies to achieve their financial goals, and work closely with them to identify expected results.
2. Business Relationship Management: Manage business relationships, assess client satisfaction, and service quality, identifying areas for improvement.
3. Industry Knowledge: Stay up-to-date on the financial services industry, market trends, and best practices in your field.
4. Outreach and Community Involvement: Participate in outreach activities and represent our organization in the community.
Required Skills and Qualifications
1. Bachelor's Degree: A bachelor's degree in a related field is required.
2. Relevant Experience: A minimum of one year of relevant experience is necessary.
3. Linguistic Skills: Fluency in French is required.
4. Financial Knowledge: Knowledge of current financial, economic, political, and legislative events is essential.
5. Cooperative Philosophy: Understanding of the philosophy and fundamentals of financial services cooperatives is necessary.
6. Legislative Compliance: Familiarity with policies, legislation, and standards related to products and services offered by our organization is required.
7. Service Standards: Knowledge of service standards and techniques used to assess and monitor individual financing applications is necessary.
8. Interpersonal Savvy: Strong interpersonal skills are essential for driving results.
This is a hybrid role with a trade union component.