About this role
Conseiller.ère, Gestion de patrimoine - Jeunes professionnels at Employer. Location: Montreal, Quebec, Canada. Role: Build client relationships, Present financial plans, Provide investment guidance Requirements: Bachelor's degree in business, finance, or related field; 3+ years in financial advisory; licensed as a financial planner or pursuing; securities licenses (OCRI) or equivalent in progress; strong client services and presentation skills; fluent in French with ability to present to groups. Category: Finance and Accounting Seniority: Mid Level Certifications: securities ocri Commitment: Full Time Workplace: Onsite Languages: French, English