Participate in a career event to explore opportunities in retail banking and financial planning
Engage in discussions about client advisor and financial planning roles
Requirements
Passionate about helping clients reach their dreams and financial goals
Preferably supported with some or all of the following accreditations:
Mutual Funds accreditation (IFIC or CSC)
Certificate in Financial Services Advice (offered through CSI)
PFP (Personal Financial Planner)
CFP (Certified Financial Planner)
QAFP (Qualified Associate Financial Planner)
Core Competencies
Demonstrates a solid commitment to client success through financial planning and advisory services, supported by relevant certifications in financial services.
Engages effectively with leadership and participates in career development opportunities within retail banking.
Highest-signal resume keywords
Mutual Funds Accreditation
Certificate In Financial Services Advice
Personal Financial Planner
Certified Financial Planner
Qualified Associate Financial Planner
ATS Optimization Keywords
Soft Skills
Passionate About Helping Clients
Engagement In Discussions
Certifications & Qualifications
Mutual Funds Accreditation
Certificate In Financial Services Advice
Personal Financial Planner
Certified Financial Planner
Qualified Associate Financial Planner
Industry Keywords
Retail Banking
Financial Planning
Client Advisor
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📌 Retail Banking, Financial Planning, Career Sales Force Roles (Quebec City)
🏢 Jobtailor
📍 Quebec City
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