Financial Advisor
- Vaudreuil-Dorion, QC, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Role Description
This full-time Financial Advisor role at Montclair Gestion Privée | Private Wealth is a hybrid position based in Vaudreuil-Dorion, QC, with a combination of in-office and work-from-home arrangements. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include preparing and presenting financial proposals, monitoring client portfolios and conducting regular reviews. The role also involves providing retirement planning advice, identifying opportunities to improve clients’ financial well-being, staying informed about financial products and regulatory requirements, and maintaining accurate documentation. The Financial Advisor will collaborate with internal teams to ensure a high level of client service and contribute to the growth of the practice through relationship-building and referrals.
Qualifications
- Strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based client strategies.
- Solid foundation in Finance and Investments to analyze markets, evaluate products, and construct suitable portfolios.
- Proficiency in Financial Advisory to deliver clear, ethical, and client-focused guidance.
- Relevant education such as a bachelor’s degree in finance, economics, business, or a related field.
- Professional designations (e.g., CFP, RFP, CIM, or equivalent) or active progress toward such certifications are an asset.
- Experience in client-facing financial services roles, with demonstrated ability to build and maintain long‑term relationships.
- Strong analytical, numeric, and problem-solving skills, with attention to detail and sound judgment.
- Excellent communication skills in English and French, both written and spoken, to explain complex concepts clearly.
- Comfort with digital tools and CRM systems, and the ability to work effectively in a hybrid environment (office and remote).
- Commitment to regulatory compliance, confidentiality, and high ethical standards.
More about this job
Responsibilities
Meet with clients to assess their financial situations and goals, then develop and present tailored financial plans and investment strategies. Monitor portfolios, conduct regular reviews, provide retirement guidance, maintain accurate records, collaborate with internal teams, and support practice growth through client relationships and referrals.
Requirements
A relevant bachelor's degree and client-facing financial services experience are sought; professional designations such as CFP, RFP, or CIM, or progress toward them, are an asset. Candidates should have strong financial planning, investment, analytical, communication, and relationship-building skills, be proficient with digital tools and CRM systems, and uphold regulatory compliance, confidentiality, and ethical standards.
Skills
- Financial Planning
- Retirement Planning
- Finance
- Investments
- Financial Advisory
- Portfolio Monitoring
- Client Relationship Building
- Financial Analysis
- Problem-Solving
- Communication
- CRM Systems
- Regulatory Compliance
- Confidentiality
- Client Service
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Planning
- Retirement Planning
- Finance
- Investments
- Financial Advisory
- Investment Strategies
- Financial Proposals
- Portfolio Monitoring
- Client Reviews
- Client Relationships
- Referrals
- Financial Products
- Regulatory Requirements
- Regulatory Compliance
- CFP
- RFP
- CIM
- CRM Systems
- Digital Tools
- Confidentiality
- Ethical Standards
- Hybrid Work