B2B

Provide financial and retirement advice to financial institutions:

 

• Would you like to develop the topic of financial planning and retirement planning? 

• You need an experienced trilingual specialist on this topic?

• You would like to develop the topic of financial planning by additional know-how?

• You are understaffed for financial planning consulting at peak times and need someone on call?

 

Whether planned or not, a functioning financial planning department is the be-all and end-all of a financial institution.

 

Do you ask yourself the following questions?

 

• Should we hire a financial planner?

• How can I increase financial planning inquiries?

• What happens if suddenly my financial planner has a planned/unplanned absence?

 

Your benefits:

 

• Flexible and plannable employee

• Trilingual expert in the field of finance & retirement planning

• Many years of experience with clients

• Examination expert SAQ-CWMA