- Providing clients with an initial review of their existing financial plan or creating a recent financial plan
- Conducting complimentary needs analysis across several financial planning
- Conducting market research to understand market trends
- Maintain and building relationship with existing clients.
- Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate Wealth Management partners
- Developing and implementing a structured business development strategy

Requirements:

- Financial Planner License (an Asset)
- Financial Planning Designation or Certified Financial Planner (an Asset)
- Effective verbal and written communication skills in both English and French
- Ability to manage





We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.

For more information on our recruitment service, please visit our website www.groomassocies.com

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MONTRÉAL, TORONTO, VANCOUVER, OTTAWA

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360, St. Jacques, Suite G-100
Montreal (Québec) H2Y 1P6

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© 2018 - 2019 Groom & Associates. All rights reserved.

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📌 Associate Investment Advisor (Dorval)
🏢 Groom & Associates
📍 Dorval