02 Sep
|
Manulife Wealth
|
Montreal
02 Sep
Manulife Wealth
Montreal
Role Description
This is a full-time in office role for a Junior Advisor located in Montreal, QC.
The Junior
Advisor will be responsible for building his own clientele, supporting senior advisors in managing client portfolios, conducting market research, preparing financial projections, and providing exceptional customer service.
The Junior
Advisor will also assist in client meetings, develop financial strategies, and keep up-to-date with financial products and market trends.
Qualifications
- Entrepreneurial mindset
- Dedicated to success
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Business, Economics, or a related field
- Experience in the financial services industry is an asset
📌 Junior Advisor (Montreal)
🏢 Manulife Wealth
📍 Montreal