Personal Financial Advisor Jobs in Fabreville, QC
Senior Life and Wealth Advisor
- Co-operators
- Laval, QC (2 miles from Fabreville, QC)
- 21 days ago
- Laval, QC (2 miles from Fabreville, QC)
- 21 days 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 (10 miles from Fabreville, QC)
- 60+ days ago
- Montreal, QC (10 miles from Fabreville, QC)
- 60+ 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 Fabreville, QC
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fabreville, 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
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Business Development
- Written Communication
- Collaboration
- Coaching
- Presentation
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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