investment advisor - personal finances
Title posted on Jobillico -
Wealth Management Advisor
Posted on
July 11, 2024
by
Employer details
SFL Wealth Management
Job details
<p>If you have <strong>outstanding</strong> interpersonal skills, aspire to be part of a <strong>winning team</strong>, and can <strong>clearly</strong> explain financial products, then this role is for you!</p><p></p><p><strong>ABOUT US</strong></p><p></p><p><strong>IT360 Financial</strong> stands out as a <strong>dynamic </strong>and <strong>forward-thinking</strong> company, providing tailored insurance and investment solutions primarily for independent IT consultants. <strong>IT360 Financial</strong> is currently experiencing <strong>significant growth</strong>.</p><p></p><p>At this stage, we are actively seeking a <strong>Wealth Management Advisor</strong> to join our team.</p><p></p><p>At <strong>IT360 Financial</strong>, we value advisors who are <strong>passionate</strong> about excellent customer service, possess great <strong>autonomy</strong>, a <strong>strong collaborative</strong> spirit, and remarkable <strong>communication skills</strong>.</p><br><p></p><p><strong>JOB RESPONSIBILITIES:</strong></p><p></p><ul><li>Retain and build loyalty with existing clientele.</li><li>Independently manage the assigned client portfolio.</li><li>Ensure service continuity in collaboration with the business development advisor.</li><li>Develop and present comprehensive financial plans, investment strategies, and identify opportunities based on each client's profile.</li><li>Actively contribute to clients' financial goal achievement.</li><li>Serve a bilingual clientele.</li></ul><p></p><p>BENEFITS:</p><p></p><ul><li>Highly competitive base salary compared to the market.</li><li>Bonus based on sales objectives.</li><li>100% remote work.</li><li>Flexible working hours.</li><li>Retirement savings plan with employer contribution.</li><li>Group insurance including telemedicine.</li></ul><p></p><p>Working with <strong>IT360 Financial</strong> means:</p><p></p><ul><li>Collaborating with motivated advisors to provide products, investments, and build customer loyalty.</li><li>Receiving a high-quality client portfolio from day one.</li><li>Enjoying efficient administrative support, working closely with advisors.</li><li>Enjoying acknowledgment of a balanced work-life.</li><li>Being part of a passionate team, united by common goals.</li></ul><p></p><p></p><p>If you are interested in this position within a rapidly growing team, please submit your application to <em>Noémie Auvray, General Manager of IT360 Financial, at </em><em>n.auvray@financesti360.com</em> .</p><p></p><p>Please note that only selected candidates will be contacted.</p> <br> <ul><li>Do you hold a license as a mutual fund representative?</li><li>Do you have experience as a Wealth Management Advisor, financial planner, or in a similar position?</li><li>Are you bilingual?</li><li>Insurance of persons license (Asset).</li><li>Financial Planner-F.Pl. (Recommended).</li></ul><p></p>
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LocationQuébec, QC
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Workplace information
On site
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Salary$85,000YEAR annually
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Terms of employment
Permanent employmentFull time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
Jobillico
#13989420
Advertised until
2024-08-09
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