Wealth Advisor/Financial Planner
Remote · from Canada
Core
Advise clients on investment portfolios and moderate financial planning strategies to help them achieve long-term goals.
Role type
Wealth Advisor / Financial Planner
Builds
Client investment plans and proposals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, financial planning, client relationship management, product positioning, regulatory compliance
Preferred skills
Financial planning software proficiency, bilingual communication (English/French), CFP/PFP designation
Technologies
Financial planning software
Responsibilities
Onboard new clients and act as a concierge for financial needs, develop investment strategies for portfolio growth, manage assigned client base to increase sales and retention, provide operational support and liaise with back/middle offices
Seniority
Mid-level IC
