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Agency job

Associate Investment Advisor

Dorval

Full Time

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Public opening managed by Groom & Associés. You can apply directly through RBB without creating an account, or view the original posting.

Recruitment agency:
Groom & Associés
Apply on RBBView original job
Location
Dorval
Work model
Not publicly disclosed
Employment type
Full Time
Experience level
Not publicly disclosed
Department
Not publicly disclosed
Function
Not publicly disclosed
Industry
Not publicly disclosed
Published
Not publicly disclosed

Role description

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

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Public opening managed by Groom & Associés. RBB receives direct applications for sharing with the recruiter or agency responsible for the opening. Original posting