Financial planner
Solidly established in Quebec, the MALLETTE family has nearly 1,150 employees in 30 offices working in various fields of professional expertise, including assurance, taxation, consulting, actuarial services, as well as trustees and managers.
MALLETTE is renowned for its work atmosphere, its dynamism and its skilled employees. It also distinguishes itself by its diversified clientele and its relational and human approach with them.
Main responsibilities
- Enter all data required for the financial planning brief
- Monitor the various tax accounts of clients and their companies
- Follow up on instalments to be paid by individuals and companies
- Analyze corporate structure, financial statements and corporate tax returns
- Perform personal tax simulations
- Year-end planning
- Develop retirement and asset disbursement plans
- Draw up budget plans
- Analyze existing life insurance policies and propose new ones (if necessary)
- Participate in estate planning analyses
- Write integrated financial planning briefs
- Produce personal tax returns
- Degree in accounting, finance, law, financial planning or other relevant field
- Financial planner designation or in the process of obtaining it
- 1 to 3 years' experience in financial planning
- Basic knowledge of office software such as Word and Excel
- Knowledge of taxation (an asset)
- Ability to analyze and synthesize
- Team spirit
- Attention to detail
- Interest in information research
A wide range of benefits:
- A rigorous coaching and training structure based on the candidate's skills
- A comprehensive group insurance plan
- Employer participation in a group pension plan
- Reimbursement of fitness and sports expenses
- 37.5-hour work week ¬ Performance bonuses available
- Unique recognition programs
- Privileged access to a virtual healthcare platform
- A team from a variety of sectors
- A friendly, stimulating environment
Don't hesitate to join our young and dynamic firm, which will offer you a quality of life that recognizes and values the work you do!
Send us your CV by e-mail to the attention of
Josée Tremblay, at [email protected]
Locations: Alma, Chicoutimi or Dolbeau-Mistassini
All files will be treated confidentially. Only those selected for interviews will be contacted. The masculine gender is used generically, for the sole purpose of lightening the text.
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A CAREER AT MALLETTE
Are you looking for an exciting and rewarding career where your skills will be put to good use? Join one of our teams and contribute to the success of local companies.