Financial Advisor

2 weeks ago


Quebec City, Canada Amiral Agence Web Full time

Responsibilities:

- Provide financial planning services to clients, including portfolio management, investment management, and asset management.
- Conduct comprehensive financial assessments and develop customized strategies to help clients achieve their financial goals.
- Stay up-to-date with market trends and investment opportunities to provide informed advice to clients.
- Build and maintain strong relationships with clients, providing ongoing support and guidance.
- Collaborate with other professionals, such as attorneys and accountants, to develop holistic financial plans for clients.
- Utilize customer relationship management (CRM) software to track client interactions and manage client accounts.

Qualifications:

- Bachelor's degree in finance, accounting, or a related field.
- Relevant experience in public accounting, technical accounting, corporate accounting, sales, or banking.
- Strong knowledge of financial products and services.
- Excellent analytical and problem-solving skills.
- Exceptional communication and interpersonal skills.
- Ability to build trust and rapport with clients.
- Detail-oriented with strong organizational skills.

**Benefits**:

- Competitive salary based on experience and performance.
- Comprehensive benefits package including health insurance, retirement plans, and paid time off.
- Opportunities for professional development and career advancement.

**Salary**: $23.74-$29.07 per hour

Work Location: In person



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