Work Term: Permanent
Work Language: French
Hours: 35 hours per week
Education: Bachelor's degree
Experience: 3 years to less than 5 years
or equivalent experience

Work setting

Relocation costs not covered by employerBank or caisse populaireFinancial services industry

Tasks

Advise on trust account investmentsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning

Computer and technology knowledge

Desktop publishing software

Area of specialization

Financial planning

Work conditions and physical capabilities

Attention to detail

Personal suitability

AccurateDependabilityEfficient interpersonal skillsInterpersonal awarenessJudgementOrganized

Screening questions

Are you authorized to work in Canada?Are you willing to relocate for this position?Do you have experience working in this field?Do you have the required certifications listed in the job posting?Do you live near the job location?Do you meet the language requirements listed in the job posting?

Employment terms options

Evening

Employment terms options

MorningDay

Workplace information

Hybrid

Health benefits

Dental planDisability benefitsHealth care planParamedical services coverageVision care benefits

Financial benefits

As per collective agreementPension plan

Other benefits

Team building opportunitiesTravel insurance

Caisse populaire Desjardins de Sept-Îles

Open Positions

personal finance advisor