Financial Planner - Gaspé
Core
Guide clients through every step of their financial journey to help them achieve their goals using data, tech tools, and smart advice.
Role type
Financial Planner (Client-facing IC)
Builds
Personalized financial plans and investment strategies for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advice, risk management, data analysis, relationship building, regulatory compliance
Preferred skills
Networking, business development, problem-solving, industry trend analysis
Technologies
Data and tech tools for financial analysis
Responsibilities
Get to know clients and guide them on their financial goals, analyze results using data and tech tools to provide smart advice, stay up to date with financial trends and best practices, manage risk to protect clients and the company, collaborate with the team to improve productivity and client experience