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Investment Advisor

Investment Advisor

Groom & AssociatesDorval, CA
Il y a plus de 30 jours
Salaire
47 239,00 $CA – 90 606,00 $CA par an
Type de contrat
  • Temps plein
Description de poste

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 :

  • 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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    Investment Advisor • Dorval, CA