- Montréal, Quebec, Canada
- On-site
- Full-time
- 2+ years
Financial Planner and Associate roles to support client planning and sales
Responsibilities
- Provide tailor‑made financial planning advice
- Maintain and expand client portfolio
- Cultivate relationships with partners
- Support Financial Planners with administrative tasks
- Identify and pursue referral opportunities
Skills
Benefits
- Total Rewards Program