About this role
Bilingual Virtual Financial Advisor (Hybrid) at Morgan Stanley. Location: Montreal or Toronto. Role: designing strategies, communicating clients, opening accounts Requirements: Registered RR with CIRO, Bachelor’s degree, 1+ years financial advisor experience (1-3 preferred), bilingual English/French, CFP preferred, proficiency with Microsoft Word/PowerPoint/Excel and financial planning software. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft PowerPoint, Microsoft Excel, financial planning software Certifications: rr (ciro), cfp Commitment: Full Time Workplace: Hybrid Languages: English, French