Investment Advisor

2 weeks ago

Dorval, Canada Groom Associes Full time
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 www.groomassocies.com

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MONTRÉAL, TORONTO, VANCOUVER, OTTAWA

HEAD OFFICE

360, St. Jacques, Suite G-100
Montreal (Québec) H2Y 1P6

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