L'entreprise est un cabinet financier multidisciplinaire ayant pour objectif de vous guider vers votre indépendance financière tout en encourageant une approche holistique. Nous sommes une équipe de passionnés qui repose sur des employés qualifiés, des spécialistes émérites et une équipe qui met le client au centre de ses priorités.
Description du poste
En tant que conseiller en épargne collective vous agirez à titre de conseiller financier pour ses clients, les aidant à choisir les bons fonds communs de placement dans lesquels investir leur épargne. Votre rôle consiste à analyser la situation financière des épargnants pour leur offrir des fonds communs de placement adaptés à leurs besoins et à leur profil d'investisseur.
Qu'est-ce qui vous attend
Salaire : 70 000 $ + commissions
Horaire : 9h à 5h (horaire flexible) Possibilité de terminer à 14h le vendredi
Principales responsabilités
Analyser la situation financière des épargnants pour leur offrir des fonds communs de placement adaptés à leurs besoins et à leur profil d'investisseur.
Mettre de l'avant une approche axée sur la rigueur d'exécution et la satisfaction des besoins des clients pour qu'ils atteignent leur autonomie financière.
Bâtir une relation de confiance avec les clients;
Appliquer rigoureusement les processus et procédures afin d'analyser correctement les besoins des clients et élaborer avec eux une stratégie financière intégrée et rentable;
Être responsable de la durabilité de la relation avec les clients et assurer la rentabilité de leur portefeuille.
Ce qui vous est offert
37.5h / semaine
2 semaines de vacances annuelles + fériés + congé de Noel
Doit être au bureau 5 jours semaine
Heure pour débuter la journée : entre 8h et 9h
Formation étendue sur 3 mois suivant l'embauche
Poste disponible dès maintenant
Secteur : Cabinet financier
Licence : AMF ; Épargne collective
Expérience : Min. 1 an d'expérience
Connaissances : Des outils informatiques tel la suite Office.
Compétences : Dans l'entrée de données, gestion d'agendas, rédaction de rapports. Bilinguisme.
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