Entry-Level Financial Advisor Position
Location
dorval, qc
Job Type
Full-time
Category
Other-General
Posted
June 04, 2026
Begin your career as a Junior Investment Advisor specializing in wealth management at our Dorval office. This full-time role focuses on client engagement, financial analysis, and business growth in a supportive environment.
Join our prominent wealth management team where you'll develop your skills as an independent investment advisor. You'll work closely with clients to create tailored financial strategies, build a robust lead list, and collaborate with senior advisors for enhanced service. This role highlights your entrepreneurial spirit and commitment to finance.
Key Responsibilities:
• Prospect for new clients through various channels
• Build and manage client lists using CRM tools
• Analyze client preferences and develop strategies
• Work with senior advisors to enhance client service
• Keep updated on market trends and strategies
Requirements:
• Bachelor’s degree or relevant field experience
• Fluent in English; French proficiency is beneficial
• E...
Join our prominent wealth management team where you'll develop your skills as an independent investment advisor. You'll work closely with clients to create tailored financial strategies, build a robust lead list, and collaborate with senior advisors for enhanced service. This role highlights your entrepreneurial spirit and commitment to finance.
Key Responsibilities:
• Prospect for new clients through various channels
• Build and manage client lists using CRM tools
• Analyze client preferences and develop strategies
• Work with senior advisors to enhance client service
• Keep updated on market trends and strategies
Requirements:
• Bachelor’s degree or relevant field experience
• Fluent in English; French proficiency is beneficial
• E...