Investment Associate - Montreal, Quebec

Only for registered members Montreal, Quebec, Canada

1 month ago

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Job summary

A client-focused role committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional customized investment-related advice sales and service builds client trust educating them on investment strategies associated risks and performance expectations that help them achieve their financial goals.

Qualifications

  • Minimum 5 years of relevant experience.
  • Canadian Securities Course & Conduct and Practices Handbook.

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