Job Offer
Basic information
See the profile and other job offers of this employer
200-1405 Trans-Canada, Dorval
Montréal (Québec) H9P 2V9
Working conditions
- Morning
- Afternoon
- Week
Salary
Languages asked for
| Spoken | Written | |
|---|---|---|
| French | Fluent | Fluent |
| English | Fluent | Fluent |
Education and experience
Main duties
- Execute business development strategies to acquire new clients.
- Develop a client using prospecting tools such as cold and warm calls, marketing campaigns, online content creation, referral events, etc.
- Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
- Assess clients’ financial strengths, weaknesses and their key success factors.
- Create, implement, and continually review clients’ plans that include strategies designed to help them pursue their long-term goals.
- Act as a steward to the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.
- Coordinate the efforts of accountants, notaries, tax lawyers and other financial professionals in the application of advanced financial planning strategies.
Required qualities
- Bachelor's degree or equivalent business experience
- Excellent interpersonal skills and a high level of integrity
- Business development aptitude and entrepreneurial mindset
- An MBA, CA, or CFP will be considered as assets.
Other requirements
- The chosen candidates will need to pass several interviews. If selected for the position, they will be required to successfully complete the Canadian Securities Course as well as the Conducts and Practice Handbook course.
William Frenn Wealth Management
Our Mission: Provide our clients with a one-stop extensive wealth management experience.
With diligent analysis, meticulous attention to detail and effective communication, we help our clients set and reach their financial objectives with peace of mind.
In addition to building effective investment portfolios, we guide our clients through the complex environments of taxation, law, retirement planning, estate planning and charitable giving. To do so effectively, we cooperate with accountants, lawyers, notaries and other professionals to ensure nothing is left to chance.
We make it a point to act at the centre of clients’ finances, as their personal Chief Financial Officers (CFO), essentially providing them with a personal family office experience. Working with us means truly having a team in your corner to face every chapter of your financial journey.
