Entry-Level Financial Advisor Position, Dorval

Begin your career as a Junior Investment Advisor specializing in wealth management at our Dorval office. This full-time role focuses on client engagement, financial analysis, and business growth in a supportive environment.

Join our prominent wealth management team where you'll develop your skills as an independent investment advisor. You'll work closely with clients to create tailored financial strategies, build a robust lead list, and collaborate with senior advisors for enhanced service. This role highlights your entrepreneurial spirit and commitment to finance.

Key Responsibilities:• Prospect for new clients through various channels • Build and manage client lists using CRM tools • Analyze client preferences and develop strategies • Work with senior advisors to enhance client service • Keep updated on market trends and strategies

Requirements:• Bachelor’s degree or relevant field experience • Fluent in English; French proficiency is beneficial • Excellent communication and relationship skills • Self-driven and results-oriented • Enthusiastic about finance and personal growth

Launch your finance advisory career with mentorship and the potential for independence. #J-18808-Ljbffr