Education: Bachelor's degree. or equivalent experience. Work setting: Relocation costs not covered by employer. Bank or caisse populaire. Financial services industry. Tasks: Advise on trust account investments. Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Computer and technology knowledge: Desktop publishing software. Area of specialization: Financial planning. Work conditions and physical capabilities: Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Interpersonal awareness. Judgement. Organized. Screening questions: Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Do you meet the language requirements listed in the job posting for the position (English or French)?. Employment terms options: Evening. Experience: 3 years to less than 5 years. Employment terms options: Morning. Day. Workplace information: Hybrid. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: As per collective agreement. Pension plan. Other benefits: Team building opportunities. Travel insurance.