Conseiller Principal- Planification Financière et Patrimoine
Job in
Quebec, Québec, Province de Québec, Canada
Listed on 2026-03-11
Listing for:
Desjardins
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Une institution financière renommée recherche un conseiller principal en planification financière pour travailler auprès d'une clientèle fortunée. Le candidat idéal apportera une expertise en planification financière, fiscale et successorale, tout en offrant un service client exceptionnel. Les responsabilités incluent la collecte d'informations, l'établissement de stratégies personnalisées et le conseil proactif. Un baccalauréat et un minimum de huit ans d'expérience en planification financière sont requis.
Condition de bilinguisme et maîtrise des logiciels de planification requises.
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