Associate Advisors

1 week ago


SaintLéonard, Quebec, Canada Manulife Securities Incorporated Full time

Account Opening:

  • Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner.
  • Collaborate with the Senior Advisor to gather client information and understand their financial goals.
-
Analysis:

  • Conduct comprehensive financial analyses to assess clients' current financial situations and identify potential areas for improvement.
  • Assist in the development and presentation of financial plans tailored to clients' needs and objectives.
-
Business Development:

  • Work closely with the Senior Advisor to identify and pursue new business opportunities.
  • Participate in client meetings to build relationships and understand their evolving financial needs.
-
Client Communication:

  • Serve as a point of contact for clients, addressing inquiries and providing ongoing support.
  • Communicate effectively with clients, demonstrating a commitment to exceptional service.
-
Training and Development:

  • Engage in continuous learning and professional development opportunities provided by the firm.
  • Collaborate with the Senior Advisor to enhance skills and knowledge in financial services.

Qualifications:

  • Bachelor's degree in finance, business, or a related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team environment.
  • Motivated, with a desire to learn and grow within the financial services industry.

Possibility for Advancement:


If you are a goal-oriented individual with a passion for finance and a desire to contribute to the success of our clients, we invite you to apply.

Join our team and embark on a rewarding career in financial services

Salary:
$23.00-$25.00 per hour

Expected hours: 37.5 per week

Education:

  • Bachelor's Degree (required)

Language:

  • French (required)

Work Location:
In person

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