Associate Financial Advisor
Title: Associate Investment Advisor
Salary: Competitive
Status: Permanent, Full time
Location: Dorval/ West Island
Big Opportunity to join one of the fastest growing Investment team in Canada! Opportunity to buy into a book of business!
Responsibilities:
• Providing financial advice and servicing clients.
• Conducting complimentary needs analysis across several financial planning.
• Review with clients for follow ups.
• Conducting market research to understand market trends.
• Maintain and building relationship with existing/new clients.
Requirements:
• Investment advisor license
• Financial Planning Designation or Certified Financial Planner (ASSET)
• Effective verbal and written communication skills in both English and French
• CSC/CPH
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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Are you interested in this job?Associate Financial Advisor • Dorval, CA
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