- 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
