This is a full time on-site role located in Montreal, QC. The individual in this role may take on responsibilities such as providing financial planning and investment advice, developing and implementing investment strategies, maintaining client accounts, and supporting the marketing and execution of events. They may also 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 background in finance or related fields are an asset
Experience in investment advisory, financial analysis, or portfolio management is advantageous
📌 Investment Advisor, Analyst or Portfolio Manager, Marketing and Events Project Manager, Administrative or Investment Assistant (Montreal)
🏢 Groupe Vo-Dignard Provost - FBN
📍 Montreal
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