Financial Advisory Consultant

3 weeks ago


Québec, Quebec, Canada SFL Wealth Management Full time

SFL Wealth Management is seeking a Financial Advisory Consultant to enhance our team, dedicated to providing comprehensive financial services tailored for our clients.

  • Effectively oversee and manage a diverse client portfolio.
  • Develop and deliver personalized financial strategies and investment plans.
  • Engage with a bilingual client base.
  • Benefit from the flexibility of remote work and adaptable hours.
  • Work collaboratively with fellow advisors to offer a range of products and foster client loyalty.
  • Access a well-established client portfolio.
  • Receive robust administrative assistance to streamline your workflow.

Qualifications:

  • Valid mutual fund representative license.
  • Proven experience in a financial advisory role or equivalent.
  • Bilingual communication skills.
  • Possession of an insurance license (preferred).


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