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Job ID: 33288
Job Openings by Title Advisor
Location Quebec, Canada
Description:
Position:  Advisor

Company: Insurance

Location: Quebec

Job ID: 33288

Responsibilities:
- Provides regular investment fund and investment manager updates, making fund recommendations and reparing investment reports.
-Provides service to clients, liaises between clients and various departments, dispenses required training and conducts periodic followup with clients
-Measures fund managers performance and achievement of objectives, manages them and helps compile results as well as drafts the necessary regular reports for the assigned clientele
-Develops, in collaboration with team members, the necessary tools to develop adapted investment solutions and follows up on results, business strategies and marketing materials to support prospecting of new clients
-Helps produce analysis and compliance reports; assesses and selects fund managers
-Supports stakeholders in developing business strategies and marketing materials as well as in prospecting for new clients, including presenting adapted investment solutions to new clients.

Qualifications:
-Bachelor's degree in Actuary or Finance
-6 years of relevant experience
-Detains valid CFA certification
-Customer focus
-Interpersonnal savvy
-Planning
-Problem solving
-Drive for results
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