Ville : Canada

Catégorie : Other

Industrie : Financial Services

Employeur : Patrimoine Richardson

• Establish and maintain a business relationship with clients.
• Provide financial advice to clients based on their financial situation and investment objectives.
• Trading stocks, bonds, mutual funds and other investment products in the securities market on behalf of investors.
• Monitor stock market and industry trends that may affect clients’ investments.
• Communicate or meet with clients to discuss market trends, portfolio monitoring.
• Update clients’ financial/tax/succession planning

• Bachelor’s degree (optional) or equivalent professional experience
• Successful completion of:
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook Course (CPH)
  • Wealth Management Essentials (WME)

• We are looking for an individual to join our team in the Montreal office. As an Investment Advisor Associate, the candidate will contribute to the business growth by supporting the Portfolio Manager(s) and Investment Advisor Associate(s), providing a high level of client service and special administrative support on various assignments.
• Bilingual position requiring excellent knowledge of French and a good knowledge of English.