{"id":38627,"date":"2020-01-08T11:04:12","date_gmt":"2020-01-08T11:04:12","guid":{"rendered":"https:\/\/resources.workable.com\/?p=38627"},"modified":"2020-02-06T13:20:46","modified_gmt":"2020-02-06T13:20:46","slug":"descriptif-de-poste-consultant-financier-f-h-autre","status":"publish","type":"post","link":"https:\/\/resources.workable.com\/fr\/consultant-financier-descriptif-de-poste","title":{"rendered":"Descriptif de poste: Consultant financier&nbsp;(f\/h\/autre)"},"content":{"rendered":"<p>Le pr\u00e9sent mod\u00e8le de fiche de poste de Consultant financier a \u00e9t\u00e9 optimis\u00e9e \u00e0 des fins de publication sur des sites d&rsquo;annonces ou des pages d&#8217;emploi en ligne, ainsi que pour \u00eatre ais\u00e9ment personnalis\u00e9 en fonction des besoins de votre entreprise.<\/p>\n<h2>Les fonctions du Consultant financier incluent:<\/h2>\n<ul>\n<li>Fournir des conseils strat\u00e9giques dans un \u00e9ventail de produits et services financiers<\/li>\n<li>\u00c9valuer la situation financi\u00e8re globale des clients, comprendre leurs besoins et b\u00e2tir un plan financier solide<\/li>\n<li>Conseiller les clients afin qu&rsquo;ils prennent des d\u00e9cisions fructueuses et s\u00e9curis\u00e9es sur le plan financier<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-3245 aligncenter\" src=\"https:\/\/resources.workable.com\/wp-content\/uploads\/2013\/07\/financial-advisor-640x230.jpg\" alt=\"fiche de poste de conseiller financier\" width=\"640\" height=\"230\" srcset=\"https:\/\/resources.workable.com\/wp-content\/uploads\/2013\/07\/financial-advisor.jpg 640w, https:\/\/resources.workable.com\/wp-content\/uploads\/2013\/07\/financial-advisor-200x72.jpg 200w, https:\/\/resources.workable.com\/wp-content\/uploads\/2013\/07\/financial-advisor-560x201.jpg 560w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le pr\u00e9sent mod\u00e8le de fiche de poste de Consultant financier a \u00e9t\u00e9 optimis\u00e9e \u00e0 des fins de publication sur des sites d&rsquo;annonces ou des pages d&#8217;emploi en ligne, ainsi que pour \u00eatre ais\u00e9ment personnalis\u00e9 en fonction des besoins de votre entreprise. Les fonctions du Consultant financier incluent: Fournir des conseils strat\u00e9giques dans un \u00e9ventail de [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_has_post_settings":[],"footnotes":""},"categories":[1041,1169],"tags":[],"class_list":["post-38627","post","type-post","status-publish","format-standard","hentry","category-descriptifs-de-postes","category-descriptifs-de-postes-financiers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Mod\u00e8le de fiche de poste de Consultant financier | Workable<\/title>\n<meta name=\"description\" content=\"Le pr\u00e9sent mod\u00e8le de fiche de poste de Consultant financier a \u00e9t\u00e9 optimis\u00e9e \u00e0 des 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Vous fournirez \u00e0 nos clients des conseils sur des questions financi\u00e8res et vous ferez des recommandations sur la mani\u00e8re d'utiliser au mieux leur argent. Le\/la candidat(e) id\u00e9al(e) sera capable de faire des recherches sur les produits et services disponibles sur le march\u00e9, d'identifier les besoins des clients, d'\u00e9tablir des strat\u00e9gies financi\u00e8res et de cl\u00f4turer une vente.","requirements":"<ul>\r\n \t<li>Exp\u00e9rience professionnelle av\u00e9r\u00e9e en tant que Consultant financier, <a href=\"https:\/\/resources.workable.com\/financial-controller-job-description\">contr\u00f4leur<\/a>,\u00a0<a href=\"https:\/\/resources.workable.com\/financial-planner-job-description\">planificateur<\/a>, <a href=\"https:\/\/resources.workable.com\/financial-specialist-job-description\">expert<\/a> ou une exp\u00e9rience pertinente<\/li>\r\n \t<li>R\u00e9sultats obtenus dans l'atteinte des objectifs financiers<\/li>\r\n \t<li>Capable d'analyser les donn\u00e9es financi\u00e8res du march\u00e9 et de fournir des conseils appropri\u00e9s sur les donn\u00e9es<\/li>\r\n \t<li>Solides aptitudes en communication, n\u00e9gociation et pr\u00e9sentation<\/li>\r\n \t<li>Pr\u00e9cis, souci du d\u00e9tail et capable d'expliquer clairement et simplement des informations complexes<\/li>\r\n \t<li>Excellente connaissance de l'environnement informatique et capable d'exploiter des syst\u00e8mes de base de donn\u00e9es<\/li>\r\n \t<li>Certificat de qualifications actuel (FCA, CII, DipFA, CISI ou autre)<\/li>\r\n \t<li>Licence en finance ou dans un domaine y aff\u00e9rent<\/li>\r\n<\/ul>","responsibilities":"<ul>\r\n \t<li>Fournir des conseils strat\u00e9giques sur un \u00e9ventail de produits et services financiers (gestion des liquidit\u00e9s et des cr\u00e9ances, couverture d'assurance, placements)<\/li>\r\n \t<li>\u00c9valuer la situation financi\u00e8re globale des clients, comprendre leurs besoins et b\u00e2tir un plan financier solide<\/li>\r\n \t<li>Conseiller les clients afin qu'ils prennent des d\u00e9cisions fructueuses et s\u00e9curis\u00e9es sur le plan financier<\/li>\r\n \t<li>Alimenter la base de clients et \u00e9tablir des relations avantageuses pour tous<\/li>\r\n \t<li>R\u00e9seauter, g\u00e9n\u00e9rer des prospects et saisir les opportunit\u00e9s pour vendre des fonds mutuels, actions, obligations, etc. afin d'atteindre le quota des ventes<\/li>\r\n \t<li>Se tenir au courant des \u00e9tudes de march\u00e9 et des nouvelles tendances de l'industrie pour donner plus de poids au conseil financier<\/li>\r\n \t<li>Superviser l'\u00e9volution du plan financier et le modifier, le cas \u00e9ch\u00e9ant, afin de garantir des b\u00e9n\u00e9fices<\/li>\r\n \t<li>Respecter l'ensemble des r\u00e8gles et r\u00e9glementations de l'industrie<\/li>\r\n \t<li>Contacter les fournisseurs, avocats, \u00e9valuateurs et autres professionnels<\/li>\r\n<\/ul>","see_more":""},"_links":{"self":[{"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/posts\/38627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/comments?post=38627"}],"version-history":[{"count":0,"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/posts\/38627\/revisions"}],"wp:attachment":[{"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/media?parent=38627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/categories?post=38627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.workable.com\/fr\/wp-json\/wp\/v2\/tags?post=38627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}