Conseiller/conseillère en planification financière
Centre Financier Iberville-Champlain Inc.
Brossard, ChamplainPosted Discovered via the company's careers siteMatch locked
Full TimeAdmin Jobs
About the role
Description de l'offre d'emploi Vos responsabilités : • Collaborer à la préparation des analyses de dossiers clients avec les conseillers (projections de retraite, optimisation fiscale, analyse de rémunération, etc.) • Répondre aux questions courantes des conseillers concernant les sept champs de la planification financière • Communiquer régulièrement avec les conseillers afin d'assurer le suivi d
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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