- Assess client needs and develop tailored solutions
- Draft comprehensive financial plans and conduct personalized follow-ups with clients
- Predict future retirement goals for clients using complex calculations
Advanced Financial Strategist - Quebec - beBeeWealthManagement
Job title: Senior Analyst Wealth Management
Description
Join us as a Senior Wealth Management Analyst and become an integral part of our team. In this strategic role, you will provide expert financial planning and analytical skills to our Investment Advisors, helping them deliver exceptional services to their clients.