Finance and General Accounting Technician managing financial accounts at Desjardins. Providing technical support, conducting studies, and assisting with budget processes.
IS
Hybrid Trainee Financial Planning, Wealth Advisory
Posted 2 months ago
About the role
- Trainee Financial Planning & Vermögensberatung assisting and consulting clients in investment and financial planning. Participation in a trainee program with excellent training and development opportunities.
Responsibilities
- Managing relationships with existing clients
- Advising new clients
- Area of expertise: investment, retirement/pension planning, insurance/coverage and financing advisory
- Participation in a qualified trainee program with high-quality training
- Advancement opportunities up to department manager
Requirements
- Completed secondary education
- Professional appearance and demeanor
- Excellent command of German
- Minimum age 23
- Banking, insurance, or leadership experience may qualify for special entry conditions
Benefits
- Depending on performance, additional bonus payments and possibly a company car
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