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  • 3 days ago

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Company Description

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Role Description

This is a full-time financial advisor role based in Montreal, QC, with flexibility for some remote work. As a Financial Advisor, your responsibilities will include providing financial guidance to clients, analyzing their financial situations, developing customized financial plans, and recommending appropriate investment strategies. You will also monitor market trends and provide updates on investment opportunities to clients. Strong communication and interpersonal skills are essential for building and maintaining client relationships.

• Proven experience as a financial advisor or similar role
• Extensive knowledge of financial planning, investment strategies, and wealth management
• Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred
• Bachelor's degree in finance, economics, or a related field
• Excellent analytical skills and attention to... detail
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships
• Proficiency in financial planning software and Microsoft Office Suite
• Knowledge of relevant financial regulations and legislation
• Fluency in both English and French is preferred
Montreal QC


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