Associate Investment Advisor
- Dorval, QC, Canada
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Original job description
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
Votre partenaire en recrutement – Your recruitment partner www.groomassocies.com
More about this job
Responsibilities
The Associate Investment Advisor at Groom & Associates will develop business strategies and plans for prospects and existing clients. They will review or create financial plans, run needs analyses, research market trends, and maintain client relationships.
Requirements
Groom & Associates needs effective verbal and written communication in English and French and the ability to manage. A Financial Planner licence and a Financial Planning or Certified Financial Planner designation are assets.
Skills
- Financial planning
- Business development
- Needs analysis
- Market research
- Investment solutions
- Strategic planning
- Verbal communication
- Written communication
- Bilingual English and French
- Referral management
- Sales
Categories
- Finance & Accounting
- Sales
- Consulting
Keywords
- Investment Advisor
- Financial Advisor
- Financial Planning
- Financial Planner
- Certified Financial Planner
- Wealth Management
- Business Development
- Needs Analysis
- Market Research
- Investment Solutions
- Bilingual English French
- Dorval
- West Island
- Financial Services
- Investment Advisory
Licences and certifications
- Financial Planner License
- Certified Financial Planner
Languages
- English
- French