Wealth Advisor/Financial Planner
Remote · from Canada
Core
Advise clients on investment portfolios and financial planning strategies to 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
bilingual English/French, CFP/PFP designation, CIM/CFA Level 1
Technologies
financial planning software
Responsibilities
onboard new clients, educate clients on products and services, develop investment strategies, manage assigned client base, liaise with back-office and middle-office teams
Seniority
Mid-Senior, hands-on IC
