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Financial Planner - PMEF
NexWav
Job Type
Permanent, Temporary
Experience
0 to 2 years
Category
Finance
Financial Planner for Education and Financial Well-being in Business Quebec | Hybrid: 2 days of remote work per week Permanent, full-time | $70,000 to $90,000 base salary, depending on experience, plus bonus You know finances. You also know how to explain them. You enjoy making financial concepts accessible and helping people make informed decisions? Our client is looking for a financial planner to support the employees of its client companies, both in groups and in individual meetings. A role that combines consulting, analysis, and facilitation, with an already established clientele. Your role Analyze financial situations and recommend personalized strategies. Prepare financial analyses and retirement projections. Create and facilitate workshops, conferences, and webinars. Answer questions and address sensitive situations with tact and empathy. Develop educational content and contribute to the improvement of programs. Presentations are done solo or in pairs, about once a week depending on the period. Travel represents 10 to 20% of the time. Your profile Title of financial planner (Pl. Fin.). Comfort in front of a group and ability to simplify complex concepts. Listening, empathy, autonomy, and teamwork. Bilingualism: advanced French and English for occasional presentations. Experience in facilitation, training, or conferences: an important asset. What awaits you $70,000 to $90,000 base salary, plus bonus. Flexible schedule from Monday to Friday and 2 days of remote work per week. 4 weeks of vacation and additional leave. Retirement plan with employer contribution above the market average. Free parking, on-site gym, and integration plan. You must be established in the Quebec region. To express your interest, please apply with your CV via: All applications will be treated confidentially. Only candidates selected will be contacted. Your next job comes with an AI certification — offered. Every talent placed by NexWav is enrolled in the NexWav Certification – AI Accelerator, the same training that companies pay $2,200 per participant. For you: $0. What exactly is it: a virtual cohort of 4 hours, a 15-question assessment with a passing threshold of 80%, and a deliverable applicable to your own position. It is not a certificate of attendance — someone who fails is not certified. What you leave with: a named certificate, a LinkedIn badge, and tools applicable from your first weeks on the job. According to our surveys conducted with 60 participants in 6 cohorts, participants estimate gaining 4 hours of productivity per week. Cohorts are monthly. You are enrolled as soon as you sign your contract.
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