Associate Investment Advisor
- Full-time
- Permanent
Associate Investment Advisor
Salary: Competitive
Status: Permanent, Full time
Location: Dorval/ West Island
To apply: Please send your CV to
Key Accountabilities
• Developing and implementing a structured business development strategy
• Developing strategic plans for prospects and existing clients.
• Providing clients with an initial review of their existing financial plan or creating a new financial plan
• Conducting complimentary needs analysis across several financial planning
• Conducting market research to understand market trends
• Maintain and building relationship with existing clients.
• Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate Wealth Management partners
• Developing and implementing a structured business development strategy
Requirements:
• Financial Planner License
• Financial Planning Designation or Certified Financial Planner
• Effective verbal and written communication skills in both English and French
• Ability to manage
We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.
For more information on our recruitment service, please visit our website
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