CIF Certified Financial Advisor

Job Summary

A company is looking for a Conseiller en Investissements Financiers located in France.

Key Responsibilities

• Meet and engage with clients remotely to provide guidance on financial topics
• Advise on and adapt financial planning methodologies relevant to France
• Collaborate with the content team to create and review educational materials

Required Qualifications, Training, and Education

• CIF, CFP, AMF certification, or CGPC
• Fluent in English, both written and spoken
• Passion for educating individuals on financial management
• Ability to manage multiple tasks and prioritize effectively
• Experience in various areas of personal finance, including retirement and budgeting