Elevate clients' financial journeys as a Financial Advisor in a dynamic firm. Deliver comprehensive solutions and strategies while focusing on client relationship building and retention.

This full-time role seeks a candidate skilled in financial planning and business development. Responsibilities include cultivating new client relationships, understanding their financial goals, and implementing effective strategies across investment, insurance, and retirement planning. The role also includes collaboration with internal experts to ensure an integrated service offering.

Key Responsibilities:



• Acquire new clients and deepen existing relationships • Prepare detailed financial plans and recommendations • Facilitate annual reviews and proactive client communication • Promote client loyalty through trusted advice • Participate in marketing initiatives for outreach

Requirements: • Current Life Insurance and Mutual Fund Licenses • Proven relationship management experience • Exceptional presentation and negotiation skills • Bilingual proficiency in English and French • CFP designation is a plus

Drive impactful financial planning while expanding your influence in a supportive, growth-oriented setting. #J-18808-Ljbffr

📌 Senior Financial Advisor for Client Growth (Montreal)
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Montreal