Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
IS
Hybrid Investment- und Finanzierungsberater
Posted 3 days ago
About the role
- Investment and financial advisor at iAdvise Financial Services providing high-quality financial planning consultation. Collaborating with customers on investments and financial strategies in a dynamic team environment.
Responsibilities
- Beratung unserer bestehenden Kunden
- Neukundengewinnung
- Fachgebiet umfasst Investment, Versicherung und Finanzierungsberatung
- Budget-, Steuer-und Wohnraumplanung
- betriebsinterne Aufstiegsmöglichkeiten zum Abteilungsleiter
Requirements
- perfektes Auftreten
- einwandfreies Deutsch
- abgeschlossene BÖV, Versicherungsagenten und/oder Vermögensberaterprüfung von Vorteil
Benefits
- Umsatzbeteiligung
- Bonifikationszahlungen
- Firmenauto
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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