Personal Financial Advisor Jobs in Boisbriand, QC
Senior Life and Wealth Advisor
- Co-operators
- Laval, QC (5 miles from Boisbriand, QC)
- 1 day ago
- Laval, QC (5 miles from Boisbriand, QC)
- 1 day ago
A Chartered Life Underwriter (CLU) designation and at least one designation of Certified Financial Planner or Chartered Financial Consultant is an asset....
In PersonScotiaMcLeod Wealth Advisor Development Program - Montreal
- ScotiaBank
- Montreal, QC (13 miles from Boisbriand, QC)
- 30+ days ago
- Montreal, QC (13 miles from Boisbriand, QC)
- 30+ days ago
Registrations no later than December 31, 2026 Asset: Professional designations (Certified Financial Planner, Qualified Associate Financial Planner, Chartered Accountant, Chartered Financial Analyst)...
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Boisbriand, QC
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Boisbriand, QC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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