Mettre en œuvre des stratégies d’expansion des affaires pour acquérir de nouveaux clients (p. ex., campagnes d’appels proactifs, réalisation de séminaires) et…
Duties may include: acting as a financial paraplanner or financial planner; data entry and preparation of financial, retirement and estate plans; creating and…
Create dynamic classroom learning experiences using various teaching strategies to facilitate adult learners in achieving learning objectives by the program…
Delivering the full financial planning experience by implementing the CFP’s six steps of financial planning, including: discovery, gathering data, analysis,…
A world-class training program in financial services. Ability to develop a strong referral network. Provide tailor-made financial planning advice and help…
Provide efficient sales and services to customers and monitor sales for all referral. Develop and maintain professional relationships with customers and…
Life insurance licence and/or mutual fund licensed, or in the process of completion. The role of a financial services advisor involves meeting with people to…
Bachelor's degree (or equivalency recognized by the IQPF) as well as relevant experience in business development in the field of financial advisory services.
Participates in team and community activities to support local and corporate initiatives. Business Acumen: understands how business works, including current and…
Assist with cash flow projection and tax analysis; Assist with cash flow projection analysis and tax package preparation. Occasional travel may be required.
Bachelor’s degree in a relevant field such as Business, Finance, Economics, or Statistics; master’s degree, CPA, or diploma in financial planning a plus.
You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building…
Post secondary degree or diploma or a combination of relevant education and experience. You will work closely with our Principal Advisor and Directors and be…
3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
Conduct feasibility studies, design, and implementation of diverse climate/sustainable finance products and mechanisms that target barriers to climate…