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Investment Specialist - Hybrid Client Advisor
Job summary
A leading financial institution in Quebec seeks an Investment Specialist to join their team. This role focuses on building strong client relationships and providing investment advice to ensure financial success. Candidates must have a current Mutual Funds License and demonstrate proficiency in both French and English. This position allows for flexible working arrangements, empowering employees to thrive while meeting the needs of clients. Competitive benefits and a supportive work culture are offered.
Benefits
Qualifications
- Current accreditation and good standing in Mutual Funds.
- Fluency in French and English.
- Ability to build client relationships and provide personalized investment advice.
Responsibilities
- Build lasting connections with clients and provide investment planning advice.
- Participate in business development activities within the community.
- Collaborate with Banking Centre teams to enhance client relationships.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.