Junior Investment Advisor, Dorval

About the Job: Are you eager to kick-start a career in an industry brimming with limitless growth potential and income opportunities? If you are an entrepreneurial, self‑driven individual ready to invest the effort required to achieve your goals, we want to hear from you!

Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio and thrive as a wealth manager.

Your role as a Junior Investment Advisor, will include:

Business development through cold calling.

Implementing business development strategies to acquire new clients.

Analyzing clients' financial needs, objectives, risk tolerance, and investment horizon.

Assessing clients' financial strengths and weaknesses to identify key success factors.

Preparing financial projections.

You will join a dynamic team dedicated to supporting each other in achieving and surpassing goals. Your mission will be to build and manage your own wealth management clientele.

If you're a hard-working, motivated entrepreneur with a passion for success, this opportunity is for you! Send us your CV, and we look forward to meeting you.

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