Conseiller ou conseillère en gestion de patrimoine | Wealth Advisor
Core
Provide financial planning and investment advice to help clients achieve long-term financial goals and manage their portfolios.
Role type
Wealth Advisor (Financial Planner)
Builds
Personalized investment portfolios and financial strategies for individual clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, portfolio management, client relationship management, financial software proficiency, bilingual communication (French/English), regulatory compliance knowledge.
Preferred skills
CFA Level 1, CFP, PFP, CIM designation.
Technologies
Financial planning software, CRM tools.
Responsibilities
Develop and execute investment strategies for clients, prepare financial plans and proposals within one business day, proactively communicate with clients to inform them of products and services, manage assigned client portfolio, collaborate with internal partners to execute client strategies, expand client base and increase sales.
Seniority
Mid-Senior level (5+ years experience required)
