Best professionals offering financial advisor services in LaSalle
Get free quotes from professionals.
Maria Villaroman
Cage Cashier
Customer Service / Support
I consider my self highly motivated and driven individual. With passion for growth and learning.Throughout my career I gained valuable experience in d ...
Akhibi Efe
Financial Advisor/ Insurance Agent
Insurance
I am a Licensed Insurance agent with the Alberta Insurance Council. I am Passionate about helping people win with their finances. As an Entrepreneur i ...
Mohamed Amine Moussa
Financial advisor
Accounting / Finance
I have a solid knowledge about investment vehicles and products
Ahad Choudhury
I'm a financial advisor and I advise people
Accounting / Finance
I advise on clients financial need by doing their financial need analysis.
Shay Finlay
Entrepreneur + Event Planner
Marketing / Advertising / Public Relations
I have a very high level of attention to detail and I am highly organized by nature, ensuring my work follows compliance, government regulations, inte ...
Adam Modiu
Accountant & Financial advisor
Accounting / Finance
I am a professionally qualified chartered accountant, (with progress in CPA), with over two decades of works experience in audit, accounting, tax, fin ...
Muhammad Ali
Syed Muhammad Ali
Banking / Loans
A trusted financial professional with progressive Canadian/International commercial/business banking career in sales, operations, digital innovation, ...
Sokyi Hok
Realtor
Accounting / Finance
Agents immobiliere · anciennement conseillère en sécurité financière et éducatrice spécialiser
Sk TJ (Tj)
Tech support
Customer Service / Support
I have worked in the banking industry as a customer relationship manager and also fianncial advisor and then moved to the tech side and was a tech su ...
Oluwatosin OGUNBOYE
Financial & Customer Services Representative
Accounting / Finance
I am a results-driven finance and client service professional with proven experience across banking, financial advisory, account management, and custo ...
Financial Advisor Services in LaSalle, Montréal
Professional Requirements
A financial advisor is a professional who provides financial guidance and advice to clients. To become a financial advisor, one typically needs a bachelor's degree in finance, accounting, or a related field, as well as relevant work experience.
Accreditation and Certification
Industry professionals in this field may choose to obtain certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations. These certifications demonstrate a level of expertise and commitment to the field.
Choosing the Right Financial Advisor
When selecting a financial advisor, it's essential to consider their experience, qualifications, and track record. Clients should also ask questions such as:
- What is your experience in financial planning and wealth management?
- What are your fees, and how do you charge clients?
- Can you provide references from previous clients?
Useful References
For more information on financial planning and wealth management, clients may want to consult resources such as the Financial Planning Association or the Canadian Securities Administrators.
Average Prices for Financial Advisor Services in LaSalle, Montréal
The average hourly fee for a financial advisor in LaSalle, Montréal is between 50.00 and 100.00 CAD.
Requesting a Quote for Financial Advisor Services
When requesting a quote for financial advisor services, clients can expect to provide information about their financial situation and goals. The financial advisor will then use this information to provide a customized quote for their services.
Frais pour les consultants financiers
Le taux journalier moyen pour les consultants financiers expérimentés est de 75,00 $.
Le taux varie en fonction de la ville dans laquelle ils sont situés. Par exemple, le taux journalier moyen pour un consultant financier en Montréal est de 80,00 $ tandis que dans Québec il est de 70,00 $ ou dans Toronto il est de 90,00 $.
financial advisor jobs near LaSalle
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This position serves as a foundation for a career with no predefined limits to your development or earning capacity. You'll work in a rigorous mentorship program and will learn what it takes to build lasting relationships, earn trust, and create real impact for clients. · Proacti ...
Dorval1 month ago
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As an accounting standards advisor you help design institute and update the organization's financial governance internal auditing policies strategies and tools. · Diagnose issues challenges and needs to determine target outcomes · Develop implement objectives solutions action pla ...
Montréal-Ouest2 days ago
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As a personal finance advisor youre responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure theyre satisfied. · ...
Laval1 month ago