Bilingual (French) Financial Advisor

4 weeks ago


Oshawa ON, Canada OPAL Corporate Connections Full time

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesEngaging with new and existing clients on a daily basis to better understand their short- and long-term financial goalsMonitoring client portfolios to ensure these meet their progress and target requirementsProviding tax, income, and estate guidance for clients while being able to answer questionsAssisting with marketing and communications to help grow their customer baseProactively resolving or preventing banking or portfolio problemsEducating clients to ensure they understand how their money is being managedQualificationsBilingual French and English3+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsCSC is an asset


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