Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor
Core
Provide financial planning and investment advice to Canadian clients, helping them build and manage portfolios to achieve long-term financial goals.
Role type
Wealth Advisor (Financial Planner)
Builds
Investment portfolios and financial plans for individual and institutional clients
Domain
Financial Services / Wealth Management
Required skills
Financial planning, Investment strategy, Client relationship management, Portfolio management, Financial software proficiency, Bilingual communication (French/English)
Preferred skills
CFA Level 1, CFP, PFP, CIM designation
Technologies
Financial planning software, Portfolio management tools
Responsibilities
Develop investment strategies and financial plans for clients, Manage assigned client portfolio, Communicate proactively with clients about products and services, Collaborate with internal partners to execute client strategies, Grow client base and increase sales, Ensure high-quality client service and satisfaction
Seniority
Mid-Senior level (5+ years experience)
