Job Description
Your job:
- Increase savings in your sector by offering integrated financial solutions aligned with the profiles of existing and new clients.
- Carry out prospecting to develop your client base.
- Draw up retirement plans and personalized strategies for your clients.
- Work closely with financial advisors in branches as a specialist on investment and retirement.
- Coach the financial advisors on topics such as pension plans, retirement, the tax consequences of a divorce or death, complex retirement products such as LIRAs, LRSPs, RRIFs, and LIFs, as well as annuities, retirement benefits and severance pay.
- Lead various client conferences on investment and retirement planning issues.
- Monitor market developments and stay informed on new trends.
Your team:
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid ...