Associate Investment Advisor

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 (an Asset)
• Financial Planning Designation or Certified Financial Planner (an Asset)
• 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 www.groomassocies.com