Associate Investment Advisor

1 week ago

Dorval, Canada Groom & Associés Associates Full time

Key Accountabilities Developing and implementing a structured business development strategy Developing strategic plans for prospects and existing clients. Providing clients with an initial review of their existing financial plan or creating a new financial plan Conducting complimentary needs analysis across several financial planning Conducting market research to understand market trends Maintaining and building relationships with existing clients. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners Requirements Financial Planner License Financial Planning Designation or Certified Financial Planner Effective verbal and written communication skills in both English and French Ability to manage Seniority level Mid-Senior level Employment type Full-time Job function Finance Industries Investment Advice and Investment Management We thank all candidates for showing interest in this role; however, only retained candidates will be contacted. #J-18808-Ljbffr

  • Associate Investment Advisor

    1 week ago

    Dorval, Quebec, Canada Groom & Associés Associates Full time $60,000 - $120,000 per year

    Conseiller en Placement AssociéSalaire: compétitifStatut: permanent, temps pleinEmplacement: Dorval / West IslandPrincipales responsabilités• Développer et mettre en œuvre une stratégie structurée de développement des affaires• Élaboration de plans stratégiques pour les prospects et les clients existants.• Fournir aux clients un examen...

  • Associate Investment Advisor

    2 weeks ago

    Dorval, QC HP V, Canada Manulife Wealth Inc. Full time $40,000 - $2,000,000 per year

    We are an established investment advisory practice dedicated to helping clients achieve their financial goals through personalized wealth management. We have had the privilege of operating within the #1 office for Manulife Wealth across Canada for the past 23 years. We have just surpassed the $12 Billion mark in assets under management and every dollar has...

  • Junior Investment Advisor

    4 weeks ago

    Dorval, Canada WeCareer Full time

    OverviewWe are hiring for a top performed wealth management company in Canada! Location: Dorval, QC (on-site)Seniority LevelEntry levelEmployment TypeFull-timeResponsibilitiesSupport senior advisors in preparing financial plans, meeting materials, and client communicationsLearn to design personalized investment, retirement, and tax-efficient...

  • Junior Investment Advisor

    3 weeks ago

    Dorval, Canada WeCareer Full time

    OverviewWe are hiring for a top performed wealth management company in Canada! Location: Dorval, QC (on-site)Seniority LevelEntry levelEmployment TypeFull-timeResponsibilitiesSupport senior advisors in preparing financial plans, meeting materials, and client communicationsLearn to design personalized investment, retirement, and tax-efficient...

  • Junior Investment Advisor

    1 day ago

    Dorval, Quebec, Canada Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc. Full time

    Junior Financial AdvisorLocation: Dorval, QC (In person)Compensation: $2,500/month + performance-based commissionsType: Full-TimeAre you ambitious, driven, and ready to launch your career in wealth management?We're one of the youngest and fastest-growing financial advisory teams in the country, and we're looking for a Junior Financial Advisor to join our...

  • Wealth Management Associate Advisor

    4 weeks ago

    Dorval, Canada Manulife Wealth Full time

    We are a collaborative, high‑performing wealth management team dedicated to helping accomplished individuals, families, and business owners achieve their financial goals. Our mission is to deliver trusted guidance across investment management, retirement planning, and legacy planning always with a personalized approach. The Opportunity This is more than a...

  • Wealth Management Associate Advisor

    3 weeks ago

    Dorval, Canada Manulife Wealth Full time

    We are a collaborative, high‑performing wealth management team dedicated to helping accomplished individuals, families, and business owners achieve their financial goals. Our mission is to deliver trusted guidance across investment management, retirement planning, and legacy planning always with a personalized approach. The Opportunity This is more than a...

  • Junior Financial Advisor

    4 days ago

    Dorval, Canada Manulife Wealth Full time

    3 days ago Be among the first 25 applicants Direct message the job poster from Manulife Wealth Type: Full-Time, On-Site About Us We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and estate planning....

  • Junior Financial Advisor

    5 days ago

    Dorval, Canada Manulife Wealth Full time

    3 days ago Be among the first 25 applicants Direct message the job poster from Manulife Wealth Type: Full-Time, On-Site About Us We are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and estate planning....

  • Junior Financial Advisor

    1 week ago

    Dorval, Quebec, Canada Manulife Wealth Full time $50,000 - $80,000 per year

    Junior Financial AdvisorLocation:1405 Rte Transcanadienne #200, Dorval, QC H9P 2V9Type:Full-Time, On-SiteAbout UsWe are a high-performing team at the forefront of wealth management, serving accomplished individuals, families, and business owners. Our mission is to deliver trusted guidance across investments, retirement, and estate planning.The OpportunityAre...