Investment Advisor
Groom & AssociatesDorval, CA30+ days ago
Salary
CAD47239–CAD90606 yearlyJob type
- Full-time
Job descriptionInvestment advisor license Financial Planning Designation or Certified Financial Planner (ASSET) Effective verbal and written communication skills in both English and French CSC / CPH
Job Number : J0624-0133 Job Type : Full Time Job Category : Insurance Location : Dorval, Quebec Salary : Open
Investment Advisor
Title : Investment Advisor
Salary : Competitive
Status : Permanent, Full time
Location : Dorval / West Island
To apply : Please send your CV to
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 :
We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.
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