Financial Advisor

Description:

This is a full-time, on-site role for a Financial Advisor located in Pointe-Claire, QC. As a Financial Advisor, you will be responsible for building strong client relationships, understanding their financial goals, and recommending tailored financial solutions. The role involves providing advice on investments, savings, credit, and financial planning while staying informed about market trends. You will achieve sales targets through personalized client interactions, creating plans that align with their current needs and future aspirations.

Qualifications

• Strong expertise in financial planning, investment advising, and credit management
• Exceptional interpersonal, communication, and client relationship-building skills
• Proficiency in analyzing financial data and identifying appropriate solutions for customers
• Capacity to stay informed of market dynamics and regulatory changes impacting the financial industry
• Previous experience in banking, wealth management, or financial advisory roles is an asset
• Relevant certifications such as mutual fund or securities licenses, or willingness to obtain required accreditation
• Bachelor’s degree in Finance, Business Administration, or a related field preferred
• Fluency in Mandarin, English and French is advantageous.