Associate Financial Advisor (Dorval)

Job Number: J / Job Type: Full Time / Job Category: Insurance / Salary: Open / 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! Prospect 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