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Investment Advisor
1 week ago
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.
- Investment advisor license
- Financial Planning Designation or Certified Financial Planner (ASSET)
- Effective verbal and written communication skills in both English and French
- CSC/CPH
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MONTRÉAL, TORONTO, VANCOUVER, OTTAWA
HEAD OFFICE
360, St. Jacques, Suite G-100
Montreal (Québec) H2Y 1P6
2019 Groom & Associates. All rights reserved.
Groom & Associates. All rights reserved.
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