Associate Investment Advisor
2 weeks ago
Company Description
For over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent advisors, we are committed to helping you invest in your future.
Role Description
This is a full-time role for an Associate Investment Advisor at Manulife Wealth. As an Associate Investment Advisor, you will be responsible for financial projections, investment strategies, prospecting (cold calls) and delivering excellent customer service. This role is located in Dorval, QC and requires on-site presence.
Qualifications
- Strong customer service skills
Relevant skills and qualifications:
- Knowledge of financial markets and investment products
- Understanding of risk management and compliance
- Excellent analytical and problem-solving abilities
- Effective communication and interpersonal skills
- Bachelor's degree in Finance, Economics, Business, or a related field
Please note that additional qualifications and certifications may be required based on regulatory requirements.
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