About this role
Bilingual Virtual Financial Advisor (Hybrid) at Morgan Stanley. Location: Montreal or Toronto. Role: designing strategies, serving clients, driving growth Requirements: Bilingual (English/French) financial advisor registered with CIRO, bachelor's degree, 1-3 years advising experience preferred, CFP preferred, strong client relationship and business development skills, proficiency with Microsoft Office and financial planning software. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft PowerPoint, Microsoft Excel, financial planning software, Morgan Stanley Wealth Management Canada platform Certifications: registered representative (rr), ciro, cfp Commitment: Full Time Workplace: Hybrid Languages: English, French