Financial Planner - Chicoutimi
Core
Guide clients through financial planning to help them achieve their goals using data analysis and tech tools.
Role type
Financial Planner
Builds
Personalized financial plans and investment strategies for individual clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advice, risk management, data analysis, client relationship building, regulatory compliance
Preferred skills
Networking, business development, problem-solving, industry trend analysis
Technologies
Data and tech tools for financial analysis
Responsibilities
Analyze client financial situations, provide smart investment advice, stay updated on financial trends, manage client relationships, ensure risk management compliance
Seniority
Mid-level (3-5 years experience preferred)