Role Description

This is a full-time on-site role located in Montreal, QC. The individual will provide financial planning and investment advice, develop and implement investment strategies, maintain client accounts, support marketing and execution of events, handle administrative tasks related to investment operations, and deliver exceptional customer service to clients, ensuring a seamless experience.

Qualifications

• Expertise in Financial Planning and Investments to provide sound advice and guidance to clients
• Strong understanding of Investment Strategies and Finance for developing and managing client portfolios
• Proficient in delivering excellent Customer Service to nurture client relationships and maintain satisfaction
• Strong communication and organizational skills
• Ability to work collaboratively in a team and independently as required
• Relevant professional certifications or educational backgrou...