Qc Professionnel en planification financière
On-siteQuébec, Quebec, Canada
Québec, Quebec, CanadaOn-siteFull TimeSmall
Full TimeSmall
Job Summary
Proactively meet clients to assess needs and propose tailored financial strategies. Collaborate with accountants, tax lawyers, and actuaries to develop custom solutions. Manage specific requests, document cases rigorously, and oversee administrative and financial aspects. Prepare presentations, engage with media, and participate in continuous training to build deep expertise. Progressively assume full management of client files. This role requires a university degree and professional title (CPA, notary, etc.) with experience in accounting firms. Competitive salary, flexible hours, and remote work options available.
Required Qualifications
- Diplôme universitaire dans le domaine
- Titre professionnel (CPA, notaire, avocat, fiscaliste, actuaire, etc.)
- Expérience dans un poste similaire et dans un cabinet comptable
Desired Qualifications
- Intérêt marqué pour les domaines de la fiscalité, de l'assurance de personnes, de la finance, de la retraite et des placements
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