Investment Advisor

Groom & Associates; Dorval; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic and rapidly growing investment team in Canada, where you'll have the opportunity to provide financial advice and build lasting client relationships. This role emphasizes effective communication and a strong understanding of financial planning. If you're looking to make a significant impact in a supportive environment, this position offers a unique chance to grow your career and even buy into a book of business. Don't miss out on this exciting opportunity to be part of a leading firm in the financial services sector!

Qualifications

• Must possess a Financial Planning Designation or CFP.
• Effective communication in English and French is essential.

Responsibilities

• Provide financial advice and service clients effectively.
• Conduct needs analysis across various financial planning areas.
• Maintain and build relationships with clients.

Skills

Financial Planning

Client Relationship Management

Market Research

Communication Skills

Education

Financial Planning Designation

Certified Financial Planner (CFP)

CSC Certification

CPH Certification

Job description

Job Number : J0624-0133

Job Type : Full Time

Job Category : Insurance

Location : Dorval, Quebec

Salary : Open / Competitive

Status : Permanent, Full-time

Location : Dorval / West Island

To apply : Please send your CV to

Big opportunity to join one of the fastest-growing investment teams in Canada! Opportunity to buy into a book of business!

Responsibilities :

1. Providing financial advice and servicing clients.
2. Conducting needs analysis across various financial planning areas.
3. Reviewing with clients for follow-ups.
4. Conducting market research to understand market trends.
5. Maintaining and building relationships with existing and new clients.

Requirements :

1. Financial Planning Designation or Certified Financial Planner (CFP)
2. Effective verbal and written communication skills in both English and French
3. CSC / CPH certifications

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

For more information on our recruitment services, please visit our website.