Become a key player in wealth management as a Financial Advisor in Dorval, QC. Ideal for entrepreneurial individuals, you'll leverage our brand to build strong client relationships and create customized solutions.
As a Financial Advisor with our wealth management team, you will cater to high-net-worth clients. This full-time role excels in business development, where you will initiate relationships with individuals, families, and business owners to manage their wealth effectively. The position emphasizes a strong entrepreneurial spirit and offers mentorship through our Financial Advisor Mentorship Program.
Key Responsibilities:
• Build and develop a client base of high-net-worth individuals
• Initiate and foster relationships with clients and business owners
• Advise on retirement, wealth plans, and tax strategies
• Conduct portfolio analysis and construction
• Collaborate with financial professionals in planning strategies
Requirements:
• Bachelor’s degree o...