{"id":38869,"date":"2020-01-08T11:04:16","date_gmt":"2020-01-08T11:04:16","guid":{"rendered":"https:\/\/resources.workable.com\/?p=38869"},"modified":"2020-02-06T13:16:56","modified_gmt":"2020-02-06T13:16:56","slug":"descriptif-de-poste-planificateur-financier-f-h-autre","status":"publish","type":"post","link":"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste","title":{"rendered":"Descriptif de poste: Planificateur financier&nbsp;(f\/h\/autre)"},"content":{"rendered":"<p>Le pr\u00e9sent mod\u00e8le de fiche de poste de Planificateur 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. \u00a0Les intitul\u00e9s de postes similaires incluent <a href=\"https:\/\/resources.workable.com\/financial-consultant-job-description\">Conseiller financier<\/a>.<\/p>\n<h2>Fonctions du Planificateur financier:<\/h2>\n<ul>\n<li>\u00c9tablir des plans financiers solides pour s&rsquo;assurer que les clients atteignent leurs objectifs<\/li>\n<li>Conseiller les clients sur des questions financi\u00e8res actuelles et faire des recommandations<\/li>\n<li>Cr\u00e9er de nouvelles activit\u00e9s et \u00e9tablir des relations<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-8357\" src=\"https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796.jpg\" alt=\"fiche de poste de planificateur financier\" width=\"640\" height=\"230\" srcset=\"https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796.jpg 640w, https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796-200x72.jpg 200w, https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796-560x201.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 Planificateur 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. \u00a0Les intitul\u00e9s de postes similaires incluent Conseiller financier. Fonctions du Planificateur financier: \u00c9tablir des [&hellip;]<\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[1041,1169],"tags":[],"class_list":["post-38869","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 v27.0 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Descriptif de poste: Planificateur financier (f\/h\/autre) - Workable<\/title>\n<meta name=\"description\" content=\"Le pr\u00e9sent mod\u00e8le de fiche de poste de Planificateur financier a \u00e9t\u00e9 optimis\u00e9e \u00e0 des fins de publication sur des sites d&#039;annonces ou des pages d&#039;emploi en ligne, ainsi que pour \u00eatre ais\u00e9ment personnalis\u00e9 en fonction des besoins de votre entreprise.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Descriptif de poste: Planificateur financier (f\/h\/autre)\" \/>\n<meta property=\"og:description\" content=\"Le pr\u00e9sent mod\u00e8le de fiche de poste de Planificateur financier a \u00e9t\u00e9 optimis\u00e9e \u00e0 des fins de publication sur des sites d&#039;annonces ou des pages d&#039;emploi en ligne, ainsi que pour \u00eatre ais\u00e9ment personnalis\u00e9 en fonction des besoins de votre entreprise.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\" \/>\n<meta property=\"og:site_name\" content=\"Recruiting Resources: How to Recruit and Hire Better\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/business.facebook.com\/workable\/\" \/>\n<meta property=\"article:published_time\" content=\"2020-01-08T11:04:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-06T13:16:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796.jpg\" \/>\n<meta name=\"author\" content=\"Nikoletta Bika\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@workable\" \/>\n<meta name=\"twitter:site\" content=\"@workable\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nikoletta Bika\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste#article\",\"isPartOf\":{\"@id\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\"},\"author\":{\"name\":\"Nikoletta Bika\",\"@id\":\"https:\/\/resources.workable.com\/fr\/#\/schema\/person\/bddaa2e41481e7c9ef2328432ea089e7\"},\"headline\":\"Descriptif de poste: Planificateur financier&nbsp;(f\/h\/autre)\",\"datePublished\":\"2020-01-08T11:04:16+00:00\",\"dateModified\":\"2020-02-06T13:16:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\"},\"wordCount\":104,\"publisher\":{\"@id\":\"https:\/\/resources.workable.com\/fr\/#organization\"},\"image\":{\"@id\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste#primaryimage\"},\"thumbnailUrl\":\"https:\/\/resources.workable.com\/wp-content\/uploads\/2017\/02\/financial-planner-shutterstock_196837796.jpg\",\"articleSection\":[\"Descriptifs de postes\",\"Descriptifs de postes financiers\"],\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\",\"url\":\"https:\/\/resources.workable.com\/fr\/planificateur-financier-descriptif-de-poste\",\"name\":\"Descriptif de poste: Planificateur financier (f\/h\/autre) - 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Si vous avez un esprit analytique et que vous \u00eates m\u00e9ticuleux(-se) et ax\u00e9(e) sur les clients, nous souhaiterions vous rencontrer.\r\n\r\nVotre objectif sera de veiller \u00e0 ce que les clients prennent des d\u00e9cisions avis\u00e9es et b\u00e9n\u00e9fiques pour qu'ils atteignent leurs objectifs financiers.","requirements":"<ul>\r\n \t<li>Exp\u00e9rience av\u00e9r\u00e9e en tant que planificateur financier ou \u00e0 un poste similaire\u00a0; une exp\u00e9rience dans un service commercial ou clients est un atout<\/li>\r\n \t<li>Capacit\u00e9 \u00e0 analyser les donn\u00e9es financi\u00e8res et \u00e0 respecter les r\u00e9glementations<\/li>\r\n \t<li>Ma\u00eetrise de MS Office et des syst\u00e8mes de GRC<\/li>\r\n \t<li>Souci du d\u00e9tail et solides comp\u00e9tences en math\u00e9matiques<\/li>\r\n \t<li>Solide \u00e9thique, avec une attitude ax\u00e9e sur le client<\/li>\r\n \t<li>Excellent sens de la communication, avec la capacit\u00e9 de favoriser les relations \u00e0 long terme<\/li>\r\n \t<li>Une licence professionnelle valide (par ex. s\u00e9ries 7 et 66)<\/li>\r\n \t<li>Licence en comptabilit\u00e9, finance, administration des entreprises ou un domaine y aff\u00e9rent\u00a0; une certification professionnelle (par ex. 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