Financial Advisor
HybridToronto, Ontario, Canada or Montréal, Quebec, Canada
Toronto, Ontario, Canada or Montréal, Quebec, CanadaHybridFull TimeLarge
Full TimeLarge
Job Summary
Provide knowledgeable, accurate, and proactive service to clients by ensuring information is current, completing Know Your Client updates, and opening new accounts. Make investment recommendations, rebalance portfolios, and enter trades including purchases, switches, and redemptions. Follow up on missing documentation, maintain client files across internal systems, and document all interactions. Respond to inquiries timely and reassign requests as appropriate. Requires 2 years of experience, valid IFIC or CSC course, and advanced English/French skills. Located in Quebec/Montreal/Toronto.
Required Qualifications
- Knowledge of financial instruments (mutual funds, ETFs, GICs, asset allocation)
- Understanding of industry and firm compliance regulations
- Strong professional telephone manner, capable of directing conversations effectively
- Initiative, autonomy, and the ability to work independently
- Valid IFIC or CSC course
- 2 years of experience in similar industry/field
- Advanced level of French and English
- Ability to communicate regularly with clients in Quebec and across Canada and international clients regarding trades, investments and account related details on a daily basis
- Majority of clients would need to be communicated with in English
Desired Qualifications
- LLQP
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