Role Description This full-time Financial Advisor role at Montclair Gestion Privée | Private Wealth is a hybrid position based in Vaudreuil-Dorion, QC, with a combination of in-office and work-from-home arrangements. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans and investment strategies. Day-to-day responsibilities include preparing and presenting financial proposals, monitoring client portfolios and conducting regular reviews. The role also involves providing retirement planning advice, identifying opportunities to improve clients’ financial well-being, staying informed about financial products and regulatory requirements, and maintaining accurate documentation. The Financial Advisor will collaborate with internal teams to ensure a high level of client service and contribute to the growth of the practice through relationship-building and referrals. Qualifications
• Strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based client strategies.




• Solid foundation in Finance and Investments to analyze markets, evaluate products, and construct suitable portfolios.
• Proficiency in Financial Advisory to deliver clear, ethical, and client-focused guidance.
• Relevant education such as a bachelor’s degree in finance, economics, business, or a related field.
• Professional designations (e.g., CFP, RFP, CIM, or equivalent) or active progress toward such certifications are an asset.
• Experience in client-facing financial services roles, with demonstrated ability to build and maintain long‑term relationships.
• Solid analytical, numeric, and problem-solving skills, with attention to detail and sound judgment.
• Excellent communication skills in English and French, both written and spoken, to explain complex concepts clearly.
• Comfort with digital tools and CRM systems, and the ability to work effectively in a hybrid environment (office and remote).
• Commitment to regulatory compliance, confidentiality, and high ethical standards.

📌 Financial Advisor (Vaudreuil-Dorion)
🏢 Montclair Gestion Privée | Private Wealth
📍 Vaudreuil-Dorion