Associate Investment Advisor

1 week ago


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

Conseiller en Placement Associé

Salaire: compétitif

Statut: permanent, temps plein

Emplacement: Dorval / West Island

Principales 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 initial de leur plan financier existant ou créer un nouveau plan financier


• Mener une analyse complémentaire des besoins sur plusieurs plans financiers


• Mener des études de marché pour comprendre les tendances du marché


• Maintenir et établir des relations avec les clients existants.


• Identifier les opportunités de développement des affaires d'investissement supplémentaires et faciliter la mise en œuvre d'une solution d'investissement et / ou la référence aux partenaires de gestion de patrimoine appropriés


• Développer et mettre en œuvre une stratégie structurée de développement des affaires

Exigences:


• Licence de planificateur financier


• Désignation de planification financière ou planificateur financier agréé


• Compétences efficaces en communication verbale et écrite en anglais et en français


• Capacité à gérer

Nous remercions tous les candidats pour leur intérêt pour ce rôle; cependant, seuls les candidats retenus seront contactés.

Pour plus d'informations sur notre service de recrutement, veuillez visiter notre site Web

Associate Investment Advisor

Salary: Competitive

Status: Permanent, Full time

Location: Dorval/ West Island

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


• Maintain and building relationship 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


• Developing and implementing a structured business development strategy

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

We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.

For more information on our recruitment service, please visit our website



  • 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...


  • 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...


  • Dorval, Quebec, Canada WeCareer Full time $40,000 - $60,000 per year

    We are hiring for a top performed wealth management company in CanadaLocation: Dorval, QC (on-site)Key Responsibilities:• Support senior advisors in preparing financial plans, meeting materials, and client communications• Learn to design personalized investment, retirement, and tax-efficient strategies• Actively prospect through calls, LinkedIn, and...


  • Dorval, Quebec, Canada Manulife Wealth Full time US$40,000 - US$50,000 per year

    Role: Junior Investment AdvisorAbout us:We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, consistently leading across Canada from coast to coast.At the heart of our success is our commitment to company culture. We believe that a positive work environment, driven by effective leadership, clear...

  • Lounge Associate

    3 days ago


    Dorval, Quebec, Canada MasterBUILT Hotels ltd Full time

    MasterBUILT Hôtels développe, construit, gère et investit dans des hôtels de services limités au Canada. MasterBUILT est synonyme d'hospitalité et construit le plus grand nombre d'hôtels que n'importe quelle autre société en Amérique du nord. Lauréate de la catégorie d'or de l'organisation « les sociétés les mieux gérées au Canada »,...


  • Dorval, Quebec, Canada BMO Full time $36,000 - $54,500

    Application Deadline:10/27/2025Address:882 Avenue Carson Job Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through...


  • Dorval, Quebec, Canada Bombardier Full time $120,000 - $250,000 per year

    When applicable, Bombardier promotes flexible and hybrid work policies.Why join us?At Bombardier, we design, build and maintain the world's peak-performing aircraft for the world's most discerning people and businesses, governments and militaries. We have been successful in setting the highest standards by putting our people at the heart of it all, and...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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....


  • 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....

  • Financial Advisor

    6 days ago


    Dorval, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...


  • Dorval, Canada CI Financial Full time

    CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...


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

    About the Company Under the leadership of Mr. Camille Estephan, the branch has been recognized as the top‑performing office within the Manulife Wealth Inc. network in Canada for several years. This outstanding performance is the result of the corporate culture that Mr. Estephan has instilled in every member of his team. Each team member has been carefully...