Planificateur adjoint

Location

Oshawa, Ontario, Canada

Hours

37.5 hours per week

Compensation

$60,000 - $70,000 CAD base salary, plus commission. Salary may vary based on experience, education, location, and other factors.

Description

Join Us as a Financial Planner. We are looking for a forward‑thinking professional passionate about empowering mass affluent clients through holistic financial planning and advice. If you thrive on making a meaningful impact and supporting others in achieving their financial ambitions, consider applying.

Responsibilities

• Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long‑term connections through ongoing support and guidance
• Leveraging data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collabo...