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Financial Advisor Development Program

2 months ago

Montreal, Quebec, Canada Emplois iRecrutement Full time
Job Description

Job Title: Financial Advisor Development Program

Job Type: Full-time

Industry: Financial Services

Company: Emplois iRecrutement

Job Summary

We are seeking a highly motivated and ambitious Financial Advisor to join our team. As a Financial Advisor, you will be responsible for executing business development strategies to acquire new clients, developing client relationships, and providing wealth management services.

Key Responsibilities
  • Execute business development strategies to acquire new clients and grow existing relationships.
  • Develop and implement client plans that align with their financial goals and objectives.
  • Analyze clients' financial needs and provide tailored solutions to meet their needs.
  • Act as a steward to clients' assets and achieve client satisfaction and loyalty through excellent wealth management services.
  • Coordinate with accountants, notaries, tax lawyers, and other financial professionals to apply advanced financial planning strategies.
Requirements
  • Bachelor's degree or equivalent business experience.
  • Excellent interpersonal skills and a high level of integrity.
  • Business development aptitude and entrepreneurial mindset.
  • An MBA, CA, or CFP will be considered as assets.
What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

Language Requirements: Fluent in French and English.

Education: Undergraduate degree in a related field.

Experience: 1 to 6 months of experience in a related field.

Working Conditions: Full-time, 40 hours per week, with a flexible schedule.

Salary: To be discussed.

Other Benefits: Commission or productivity bonus.