Financial Advisor for asian market
$180k per yearFull-time
Hatitac services financiers
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
Vacancy posted 5 hours ago
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