Personal Financial Advisor Jobs in Varennes, QC
Bilingual Customer Service Representative, Wealth Advisor Services
- Manulife
- Montreal, QC (12 miles from Varennes, QC)
- 6 days ago
- Montreal, QC (12 miles from Varennes, QC)
- 6 days ago
This role offers an exciting opportunity to join Manulifes Wealth Advisor Services team as a Bilingual C ustomer Service Representative, where youll play a key part in delivering exceptional...
HybridPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Varennes, QC
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Varennes, QC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Financial Planning
- Portfolio Management
- Anti-Money Laundering
- Client Relationships
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Reimbursement
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Reporting
- Coaching
- Policy Development
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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