Planificateur.ice financier.ère, réseau de détail - Chabanel, Montréal

Join a winning, engaged, and results-driven team evolving in an inclusive and high-performance culture. Conduct in-depth exams for assigned clients, provide reliable financial advice, and establish relationships to deliver an exceptional customer experience.

Requirements

• Financial planning and sales experience is preferred.
• Have successfully completed the IQPF/IPF designation or a recognized equivalent by the bank.
• Certification as a Mutual Fund Representative, meeting licensing requirements, having completed the Canadian Investment Funds course or a recognized equivalent by the bank.
• Thrive in a collaborative and results-driven team culture, where your contributions are recognized and rewarded.
• Knowledge of competitive offerings, market trends, economic conditions, and regulatory environment.

Benefits

• Competitive compensation program
• Inclusive and caring environment promoting work-life balance
• Relocation support (subject to approval)