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Associate Investment Advisor

@ Groom & Associates

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Dorval, Québec

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En bref

Groom & Associates is hiring an Associate Investment Advisor for a permanent, full-time role in Dorval, West Island. The role builds client relationships, reviews and creates financial plans, and drives business development. Salary is listed as competitive, with no figure stated.

Responsabilités :

  • Développer et mettre en œuvre une stratégie de développement d'affaires
  • Réaliser des bilans financiers et créer des plans financiers
  • Effectuer des analyses de besoins et des études de marché
  • Maintenir et développer la relation avec les clients existants

Résumé des exigences :

  • Communication verbale et écrite efficace en français et en anglais
  • Capacité à gérer
  • Licence de planificateur financier (atout)
  • Désignation en planification financière ou CFP (atout)

Outils et compétences

SalesStrategic planningFinancial planningMarket researchCommunication skills
Source et dates

Type de source non vérifié · njoyn

Date publiée par l’employeur
2026-10-26
Première détection par notre source
2026-10-29
Mise à jour du dossier source
2026-11-06

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

DomaineDéveloppement des affaires
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish, French
Permis et certificationsFinancial Planner License, Certified Financial Planner

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Groom & Associates

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

We've been providing staffing solutions that work for companies in all fields for over 20 years. What makes us so successful? Experience and our unique ability to accurately assess and then match the candidate's individual job skills with the ideal position. Our wide range of services means we can offer a broad selection of qualified candidates - whether you need permanent team players or temporary replacements. We provide long-term solutions for all your recruiting, evaluation and personnel selection. Depuis plus de 20 ans, nous offrons aux entreprises des solutions uniques adaptées à leur recrutement de personnel. La clé de notre succès réside dans notre habileté à combiner les qualités d’un candidat à celles exigées pour un mandat. Notre éventail de services nous permet de vous proposer une grande variété de candidats hautement qualifiés qui peuvent se joindre à votre équipe de façon permanente ou temporaire. Nous fournissons des solutions à long terme pour : le recrutement, l’évaluation et la sélection de votre personnel

Abonnés LinkedIn
90 996
Personnes associées sur LinkedIn
40
Bureaux déclarés
  • 360 Rue St-Jacques, G-100, Montreal, QC H2Y 1P6, CA
  • 999 Canada Place, Suite 404, Vancouver, British Colombia V6C 3E2, CA
  • 151 Yonge Street, 11th floor, Toronto, Ontario M5C 2W7, CA
  • 5925 Airport road, Suite 200, MISSISSAUGA, Ontario 4V 1W1, CA
  • 343 Preston Street, 11th floor, Ottawa, Ontario K1S 1N4, CA
Autres noms enregistrés
  • Groom & Associés / Associates
Spécialités
  • IT recruitment
  • Sales & Marketing Recruitment
  • Finance & Accounting recruitment
  • Administration & Operations recruitment
  • Engineering recruitment
  • Science & Pharmaceutical recruitment
  • Temporary Recruitment
  • and Executive search recruitment
Le profil indique une agence de recrutement
Oui
Toutes ses offres Site Web

We've been providing staffing solutions that work for companies in all fields for over 20 years. What makes us so successful? Experience and our unique ability to accurately assess and then match the candidate's individual job skills with the ideal position. Our wide range of services means we can offer a broad selection of qualified candidates - whether you need permanent team players or temporary replacements. We…

ChampValeur
SecteurStaffing and Recruiting
Taille11-50 employees
Siège socialMontreal, QC
Type d’organisationPrivately Held
SpécialitésIT recruitmentSales & Marketing RecruitmentFinance & Accounting recruitmentAdministration & Operations recruitmentEngineering recruitmentScience & Pharmaceutical recruitmentTemporary Recruitmentand Executive search recruitment
Offres sur Jobsy26
LinkedInVoir la page
Description

Associate Investment Advisor

Associate Investment Advisor
Salary: Competitive
Status: Permanent, Full time
Location: Dorval/ West Island

Key Accountabilities
• Developing and implementing a structured business development strategy
• Developing strategic plans for prospects and existing clients.
• Providing clients with an initial review of their existing financial plan or creating a new 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

Votre partenaire en recrutement – Your recruitment partner www.groomassocies.com

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Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

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