Financial Advisor for asian market

$180k per year

Full-time

Hatitac services financiers

Quebec Province

Job Responsibility:
Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals
Monitoring client portfolios to ensure these meet their progress and target requirements
Providing tax, income, and estate guidance for clients while being able to answer questions
Regularly attending training sessions to stay up-to-date with regulatory or industry changes
Assisting with marketing and communications to help grow their customer base
Proactively resolving or preventing banking or portfolio problems
Educating clients to ensure they understand how their money is being managed
Job Types: Full-time, Part-time, Permanent
Pay: Up to $180,000.00 per year
Work Location: Hybrid remote in Saint-Laurent, QC H4T 1V6

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Vacancy posted 17 hours ago

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