Associate, Investment and Retirement Planning

1444 BOUL TALBOT:SAGUENAYonsitejunior

Posted today · via Workday

About this role

Job Description What is the opportunity? As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.…

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reqspace match rubric

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1

Skills match

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in 1444 BOUL TALBOT:SAGUENAY. We weight your proximity and willingness to relocate.

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