Conseiller financier expert
2 weeks ago
Nos gestionnaires de portefeuilles sont chargés de contribuer à la réussite de nos clients en leur fournissant des conseils avisés et personnalisés. Nous recherchons un professionnel expérimenté qui peut travailler de manière indépendante tout en étant en lien avec l'équipe.
Responsabilités principales- Analyser et gérer des portefeuilles complexes
- Identifier des opportunités d'investissement rentables
- Établir des relations solides avec les clients
- Mettre à jour constamment ses connaissances et compétences
- Baccalauréat en finances ou discipline connexe
- 5 ans d'expérience dans l'industrie des Valeurs Mobilières
- Expertise en matière de gestion de portefeuille
- Compréhension approfondie de l'application Crésus 8+
Le salaire estimé pour ce poste est compris entre 80 000 $ et 120 000 $ par an, en fonction de l'expérience et des qualifications. Nos employés apprécient également notre régime de retraite flexible et notre environnement de travail dynamique.
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