Jobs in Gatineau, Canada
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American Income Life Insurance Company
Bilingual Financial Planning Practice Lead
Job summary
A leading financial institution is seeking a bilingual Financial Planning Practice Lead in Montreal to enhance client experiences and train Advisors. The ideal candidate will have extensive experience in financial planning, a relevant degree, and a CFP designation. Strong coaching and communication skills are essential, along with the ability to build relationships and ensure adherence to best practices. This role offers opportunities for professional growth within a collaborative team environment.
Qualifications
- Demonstrated experience as a financial planner or client-facing advisor.
- Ability to work non-standard hours and travel as needed.
- Proven skills in building and maintaining client relationships.
Responsibilities
- Lead initiatives to enhance financial planning practices.
- Train and mentor Advisors on financial planning processes.
- Ensure adherence to professional standards and best practices.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.