Conseiller(ère) en finances
Core
Financial advisor providing high-quality service to clients for financial solution management, including investments, insurance, and mortgages.
Role type
Financial Advisor (Client-facing)
Builds
Financial solutions (investments, insurance, mortgages) for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning expertise, client relationship management, multitasking, regulatory licensing (securities, life insurance, mortgage brokerage)
Preferred skills
Mortgage brokerage licensing
Responsibilities
Manage client financial solutions, provide investment and insurance advice, handle mortgage brokerage, maintain client relationships
Seniority
Mid-level (2-3 years experience)
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