Conseiller en régimes d’épargne-retraite collectif
Core
Serve high-net-worth clients in collective pension savings plans by providing financial analysis and investment recommendations.
Role type
Senior financial advisor (collective pension plans)
Builds
Customized investment strategies and portfolio management for collective pension plans
Domain
Financial services / Collective pension plans
Deliverable
client delivery
Required skills
Financial analysis, portfolio management, investment strategy development, market trend analysis, client relationship management, financial reporting
Preferred skills
Certified Financial Planner (CFP), Registered Retirement Savings Plan (RRSP) advisor, Group Benefits advisor
Technologies
Financial planning software, market data platforms
Responsibilities
Serve high-net-worth clients in collective pension savings plans, develop tailored investment strategies, prepare detailed financial reports and presentations, monitor market trends and vendor relationships, collaborate with interdisciplinary teams
Seniority
Senior, hands-on IC