Groom & Associés / Associates

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Added 7 hours ago
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Associate Investment Advisor
Groom & Associés / Associates
Dorval, QC
- Full-time
Added 2 days ago
G&
VP of Marketing
Groom & Associés / Associates
Montreal, QC
- Full-time
Added 7 days ago
G&
Civil Structural Engineer
Groom & Associés / Associates
Terrebonne, QC
- Full-time
Added 8 days ago
G&
Division Controller
Groom & Associés / Associates
Vaudreuil-Dorion, QC
- Full-time
Added 9 days ago
G&
Senior Geotechnical Engineer
Groom & Associés / Associates
Terrace, BC
- Full-time
Added 9 days ago
G&
Head of Planning and Management Control
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $170,000 to $175,000 CAD / year
- Full-time
Added 13 days ago
G&
Senior Accountant
Groom & Associés / Associates
Pointe-Claire, QC
- Full-time
Added 13 days ago
G&
Controller
Groom & Associés / Associates
Dorval, QC
- Full-time
Added 13 days ago
G&
Business Analyst
Groom & Associés / Associates
Pointe-Claire, QC
- Full-time
Added 13 days ago
G&
Industrial Sales Specialist
Groom & Associés / Associates
Markham, ON
- Full-time
Added 15 days ago
G&
Collateral Management Middle Office - International Bank
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $95,000 to $100,000 CAD / year
- Full-time
Added 15 days ago
G&
Post Trade Associate - International Bank
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $92,000 to $95,000 CAD / year
- Full-time
Added 20 days ago
G&
Principal Scientist, Bioanalytical R&D – LC-MS/MS Method Development
Groom & Associés / Associates
Laval, QC
- Full-time
Added 22 days ago
G&
Collateral Management Associate
Groom & Associés / Associates
Montreal, QC
- Full-time
Added 22 days ago
G&
Post Trade Associate
Groom & Associés / Associates
Montreal, QC
- Full-time
Added 22 days ago
G&
Director of Mechanical Engineering
Groom & Associés / Associates
Montreal, QC
- Full-time
Added 22 days ago
G&
Finance Supervisor
Groom & Associés / Associates
Dorval, QC
- Full-time
Added 23 days ago
G&
Senior Accountant
Groom & Associés / Associates
Pointe-Claire, QC
- Full-time
Added 29 days ago
G&
Senior Marketing Director
Groom & Associés / Associates
Montreal, QC
- Full-time
Added 1 month ago
G&
Software Engineering Manager - VP level
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- $190,000 to $200,000 CAD / year
- Full-time
Added 1 month ago
G&
SF-1 Certified HVAC Production Technician
Groom & Associés / Associates
Brossard, QC
- Full-time
Added 1 month ago
G&
Accountant
Groom & Associés / Associates
Boucherville, QC
- Full-time
Added 1 month ago
G&
Payroll Benefits Specialist
Groom & Associés / Associates
Montreal, QC
- Contract
Added 1 month ago
G&
Senior Business Analyst
Groom & Associés / Associates
Montreal, QC · Greater Montreal Metropolitan Area
- Contract

No more jobs.

Groom & Associés / Associates

Associate Investment Advisor

Dorval, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English · French
Posted: Oct 28, 2026

Original job description

English section of this bilingual listing.

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.

Read the full bilingual original

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

Conseiller en Placement Associé

Salaire: compétitif

Statut: permanent, temps plein

Emplacement: Dorval / West Island

Principales responsabilités

Développer et mettre en œuvre une stratégie structurée de développement des affaires

Élaboration de plans stratégiques pour les prospects et les clients existants.

Fournir aux clients un examen initial de leur plan financier existant ou créer un nouveau plan financier

Mener une analyse complémentaire des besoins sur plusieurs plans financiers

Mener des études de marché pour comprendre les tendances du marché

Maintenir et établir des relations avec les clients existants.

Identifier les opportunités de développement des affaires d'investissement supplémentaires et faciliter la mise en œuvre d'une solution d'investissement et / ou la référence aux partenaires de gestion de patrimoine appropriés

Développer et mettre en œuvre une stratégie structurée de développement des affaires

Exigences:

Licence de planificateur financier

Désignation de planification financière ou planificateur financier agréé

Compétences efficaces en communication verbale et écrite en anglais et en français

Capacité à gérer

Nous remercions tous les candidats pour leur intérêt pour ce rôle; cependant, seuls les candidats retenus seront contactés.

Pour plus d'informations sur notre service de recrutement, veuillez visiter notre site Web www.groomassocies.com

Apply About employer

More about this job

Responsibilities

Develop and implement business development strategies and strategic plans for prospective and existing clients. Review or create financial plans, conduct needs analyses and market research, maintain client relationships, and identify investment opportunities or referrals to wealth management partners.

Requirements

A financial planner license and a financial planning designation or Certified Financial Planner credential are listed as assets. Effective verbal and written communication in English and French is required; the posting also mentions an ability to manage but does not specify what must be managed.

Skills

Business Development
Strategic Planning
Financial Planning
Financial Needs Analysis
Market Research
Investment Solutions
Wealth Management Referrals
Verbal Communication
Written Communication
English
French

Visa sponsorship

Not detected in the job text

Keywords

Business Development
Strategic Planning
Financial Planning
Financial Planner License
Financial Planning Designation
Certified Financial Planner
Needs Analysis
Market Research
Market Trends
Investment Business Development
Investment Solutions
Wealth Management
Client Referrals
English
French

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