Financial Planner, Investment Specialist, Laval & North Shore

Infoempregos; Laval; On-site; CAD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking motivated individuals for an entry-level position. This role offers a fantastic opportunity to learn and grow within a supportive environment. Candidates will engage in various administrative tasks, customer service, and document management while being provided with training and professional development opportunities. With a focus on teamwork and responsibility, this position is ideal for proactive individuals eager to make a positive impact in their careers. Join a dynamic team and take the first step towards a rewarding future!

Benefits

Transportation Allowance

Meal Allowance

Medical Assistance

Training and Professional Development Opportunities

Qualifications

• Willingness to learn and develop new skills.
• Good communication and organization skills.

Responsibilities

• Support in administrative and operational tasks.
• Customer service and correspondence management.

Skills

Networking

Client Acquisition

Interpersonal Skills

Communication Skills

Organization Skills

Teamwork

Basic Computer Skills

Job description

Job Description:

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).

We are offering a position for candidates with no experience, but who are motivated to learn and grow. If you are a proactive person, get in touch!

• Requirements:
  • Willingness to learn and develop new skills.
  • Good communication and organization skills.
  • Teamwork and responsibility.
  • Basic computer skills are desirable.
• Responsibilities:
  • Support in administrative and operational tasks.
  • Customer service and correspondence management.
  • Organization and archiving of documents.
  • Assistance in projects and various activities.
• Benefits:
  • Transportation allowance.
  • Meal allowance.
  • Medical assistance.
  • Training and professional development opportunities.