Client-Focused Associate Financial Advisor (Ahuntsic-Cartier …, Ahuntsic-Cartierville

Take your financial advisory skills to the next level with Retirement by Design as a Client-Focused Associate Financial Advisor. Work with a growing portfolio and foster strong client relationships in this full-time role.

Retirement by Design is seeking an Associate Advisor to support its expanding clientele. This position is built for someone with at least 2 years of financial services experience who excels in communication and relationship-building. Your role will include managing a defined group of clients, ensuring exceptional service, and identifying growth opportunities.

Key Responsibilities: • Serve as primary advisor for assigned clients • Conduct regular review meetings for client engagement • Identify and expand existing client relationships • Cultivate new client referrals and introductions • Handle daily client service requests professionally

Requirements: • 2+ years in financial services or wealth management • Mutual Funds and LLQP Insurance licenses • Knowledge of financial planning, seeking CFP designation • Solid attention to detail and follow-through • Ability to manage multiple client relationships independently

Enhance your advisory skills while delivering quality client experiences in this growth-oriented role. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oqjdr