Accounting & Finance

Bilingual Financial Advisor: Build Roadmaps & Relationships

Jobtailor

Quebec · Capitale Nationale · Canada

Jobtailor is seeking an experienced financial advisor to attract new clients, conduct meetings, and review clients' financial states to set and update goals. You will build customized roadmaps and recommend insurance and investment products while staying current with industry changes.

The role emphasizes ongoing professional development, community networking, and attainment of accreditations such as CFP, LLQP, or mutual fund licenses.

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Reference: WJ-291_11038286

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