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Wealth Management Advisor

3 months ago

Montreal, Canada SFL Wealth Management Full time
If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you

ABOUT US

IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently experiencing significant growth.

At this stage, we are actively seeking a Wealth Management Advisor to join our team.

At IT360 Financial, we value advisors who are passionate about excellent customer service, possess great autonomy, a strong collaborative spirit, and remarkable communication skills.

JOB RESPONSIBILITIES:

Retain and build loyalty with existing clientele. Independently manage the assigned client portfolio. Ensure service continuity in collaboration with the business development advisor. Develop and present comprehensive financial plans, investment strategies, and identify opportunities based on each client's profile. Actively contribute to clients' financial goal achievement. Serve a bilingual clientele.

BENEFITS:

Highly competitive base salary compared to the market. Bonus based on sales objectives. 100% remote work. Flexible working hours. Retirement savings plan with employer contribution. Group insurance including telemedicine.

Working with IT360 Financial means:

Collaborating with motivated advisors to provide products, investments, and build customer loyalty. Receiving a high-quality client portfolio from day one. Enjoying efficient administrative support, working closely with advisors. Enjoying acknowledgment of a balanced work-life. Being part of a passionate team, united by common goals.

If you are interested in this position within a rapidly growing team, please submit your application to Noémie Auvray, General Manager of IT360 Financial, at n.auvray@financesti360.com .

Please note that only selected candidates will be contacted. Do you hold a license as a mutual fund representative? Do you have experience as a Wealth Management Advisor, financial planner, or in a similar position? Are you bilingual? Insurance of persons license (Asset). Financial Planner-F.Pl.

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