Planificateur principal, Planification globale de patrimoine - Québec, QC

Join a winning, engaged, and result-driven team that thrives in an inclusive and high-performance culture. The Senior Planner, Global Wealth Planning is an expert in the field and is responsible for providing comprehensive and proactive financial planning advice and support to high net worth clients.

Requirements

• Develop comprehensive financial plans
• Gather key client data
• Present financial plans to clients
• Deepen relationships with clients
• Collaborate with internal partners
• Provide guidance and support on software use
• Deliver workshops and seminars
• Build relationships with external specialists
• Adhere to standard procedures and professional codes of conduct