bilingual financial planner.
Location
Bathurst, NB | Canada
Job description
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? Are you bilingual (French/English)? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
We have an exciting in branch opportunity for the right fit in Bathurst, NB.
Advantages
Full time role with a growing company
Growth potential
Monday to Friday role
Competitive Salary
Responsibilities
With a focus on relationship management, advice and business development, you will:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment
Qualifications
Bilingual (F/E)
University Degree and/or 3-5 years industry experience
Canadian Securities Course (CSC) required
IIROC license preferred (required within first 90 days in role)
Complete Conduct & Practices Handbook (CPH) within first 90 days in role
Complete Wealth Management Essentials (WME) within first 30 months in role
Achieve Certified Financial Planner designation within first 2 years in role
Deep understanding of the industry, competitive landscape and economic market issues
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
Summary
Please apply in one of these ways:
apply here directly
send your resume to
[email protected] , with the job title in the subject line
text 902-237-8570 and let us know which job you are wanting to apply for (with your name)
We have jobs in all of the Atlantic Provinces (New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland and Labrador.) so don't hesitate to send your friends!
**You must currently live ior around Bathurst , NB, this is an in-person role**
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to
[email protected] to ensure their ability to fully participate in the interview process. show more
Job tags
Salary
