Première détection par notre source: il y a 1 heure
Financial Advisor
@ Montclair Gestion Privée | Private Wealth
Vaudreuil-Dorion, Québec
En bref
Montclair Gestion Privée | Private Wealth is hiring a full-time Financial Advisor in Vaudreuil-Dorion, QC, on a hybrid schedule. The role meets clients to set financial goals, builds tailored plans and investment strategies, and monitors portfolios. Candidates need bilingual English and French skills and relevant finance credentials.
Responsabilités :
- Meet clients to set financial goals and assess their situation
- Develop tailored financial plans and investment strategies
- Prepare and present financial proposals
- Monitor client portfolios and conduct regular reviews
- Provide retirement planning advice
Résumé des exigences :
- Financial planning and retirement planning experience
- Finance and investments knowledge
- Bachelor's degree in finance, economics or business
- CFP, RFP, CIM or equivalent designation an asset
- Fluent written and spoken English and French
- Experience with CRM systems
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-11-14
- Mise à jour du dossier source
- 2026-11-14
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Domaine | Finance et comptabilité |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau, Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, French |
| Permis et certifications | CFP, RFP, CIM |
| Formation | Baccalauréat (préféré) |
| Domaines d’études | Finance, Economics, Business |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Montclair Gestion Privée | Private Wealth
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
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.
- Strong 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.
Journal
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