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World Financial Group (WFG): Financial Advisor

World Financial Group

This is a Contract position in Montreal, QC posted February 21, 2021.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsOutstanding Customer Service Skills and EducationExcellent interpersonal skillsDrive and Motivation for personal success and personal growthStrong moral compass and personal integrity