Financial Advisor Development Program
Number of position(s) to fill :
Working conditions
Job status : Permanent
Permanent
Length of the employment :
To be determined
As soon as possible
Type of job : Full time
Full time
Number of hours per week :
- Morning
- Afternoon
- Week
Salary offered : To be discussed
To be discussed
Other form of remuneration :
Commission or productivity bonus
Languages asked for
Spoken
French Fluent Fluent
English Fluent Fluent
Education and experience
University - Undergraduate (Bachelor's)
State of degree : Completed
Completed
Years of experience related to the job :
1 to 6 months
- Execute business development strategies to acquire new clients.
- Develop a client using prospecting tools such as cold and warm calls, marketing campaigns, online content creation, referral events, etc.
- Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
- Assess clients’ financial strengths, weaknesses and their key success factors.
- Create, implement, and continually review clients’ plans that include strategies designed to help them pursue their long-term goals.
- Act as a steward to the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.
- Coordinate the efforts of accountants, notaries, tax lawyers and other financial professionals in the application of advanced financial planning strategies.
- Bachelor's degree or equivalent business experience
- Excellent interpersonal skills and a high level of integrity
- Business development aptitude and entrepreneurial mindset
- An MBA, CA, or CFP will be considered as assets.
Other requirements
The chosen candidates will need to pass several interviews. If selected for the position, they will be required to successfully complete the Canadian Securities Course as well as the Conducts and Practice Handbook course.
Our Mission : Provide our clients with a one-stop extensivewealth management experience.
With diligent analysis, meticulous attention to detail and effective communication, we help our clients set and reach their financial objectives with peace of mind.
In addition to building effective investment portfolios, we guide our clients through the complex environments of taxation, law, retirement planning, estate planning and charitable giving.
To do so effectively, we cooperate with accountants, lawyers, notaries and other professionals to ensure nothing is left to chance.
We make it a point to act at the centre of clients’ finances, as their personal Chief Financial Officers (CFO), essentially providing them with a personal family office experience.
Working with us means truly having a team in your corner to face every chapter of your financial journey.
J-18808-Ljbffr
Advisor Trainee, Advisor Development Program
As a licensed advisor trainee in this role, you will:. Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life). Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun L...
Financial Analyst - Development Program
Under the responsibility of the FP&A Manager and the assistant controller, the financial analyst's main mandate is to develop financial analyses of the aviation programs and operating costs of the Longueuil site as well as participating the planning, budgeting, and forecasting (PBF) and accounti...
Financial Analyst - Development Program
Under the responsibility of the FP&A Manager and the assistant controller, the financial analyst's - Development program main mandate is to develop financial analyzes of the aviation programs and operating costs of the Longueuil factory as well as to participate in forecasting and budget of the comp...
Erp (manufacturing) Account Manager
Under the supervision of the Team Lead of the sales team, as Account Manager, you will be responsible for the promotion and sale of our ERP solutions to the target companies. Monitor the progress and performance of customer accounts by identifying opportunities for improvement and propose solutions ...
Technical Program Manager
As a Technical Program Manager (TPM), you will play an integrative, cross-functional role. Experience in Program Management on technical cross-functional projects. Have managed at least one enterprise program. ...
Investment Advisor Assistant
Support the Investment Advisor in the day-to-day management of client portfolios, ensuring that they are in line with risk profiles and investment objectives. Title: Investment Advisor Assistant. Execute market transactions according to client and advisor instructions, using a range of financial pro...
Associate Investment Advisor
Dans le cadre de sa croissance et de son succès, Gestion Privée Nour (GPN) est à la recherche d'un conseiller en investissement expérimenté pour l'un de ses conseillers en investissement.Ce poste requiert une personne expérimentée, soucieuse du détail et dotée de solides compétences en matière de pr...
Customer Service Representative
We are hiring a customer service representative to manage customer queries and complaints. Customer Service Representative Responsibilities:. Managing a team of junior customer service representatives. Customer Service Representative Requirements:. ...
Gestionnaire de Programme - Opérations & Stratégie \ Program Manager - Operations & Strategy
Program Manager, Operation Management and Strategy. The Program Manager will work mainly with the leadership and operations teams to spearhead problem solving sessions, drive operational performance & lead strategic projects, from initiation to implementation. Gestionnaire de programme, gestion des ...
Cashier
Referred applicants should not apply directly to this role.All referred applicants must first be submitted through Workday by a current Loblaw Colleague.Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Cana...