Entry Level Investment Advisor Position Dorval

Launch your career as a Junior Investment Advisor with unmatched growth potential. Join our Investment Advisor Mentoring Program to build a successful wealth management client portfolio. In this role, you'll engage in business development techniques, focusing on cold calling and implementing effective strategies to attract new clients. Analyze clients' financial needs and assess their strengths and weaknesses, as you learn to prepare financial projections for your portfolio. Key Responsibilities: • Develop business through targeted cold calling • Implement strategies to acquire current clients • Analyze clients' financial needs and objectives • Identify key financial strengths and weaknesses • Prepare accurate financial projections Requirements: • Eager to build a career in investment management • Self-driven and entrepreneurial mindset • Robust analytical and communication skills • Willingness to learn and succeed in a team workplace • Commitment to achieving set goals and building client relationships Become a pivotal part of our wealth management team while managing your own clientele. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p7j3b