Posted 11 days ago
Associate Investment Advisor
@ Groom & Associates
Dorval, Quebec
Overview
Groom & Associates is hiring an Associate Investment Advisor for a permanent, full-time role in Dorval, West Island. The role builds client relationships, reviews and creates financial plans, and drives business development. Salary is listed as competitive, with no figure stated.
Responsibilities:
- Développer et mettre en œuvre une stratégie de développement d'affaires
- Réaliser des bilans financiers et créer des plans financiers
- Effectuer des analyses de besoins et des études de marché
- Maintenir et développer la relation avec les clients existants
Requirements summary:
- Communication verbale et écrite efficace en français et en anglais
- Capacité à gérer
- Licence de planificateur financier (atout)
- Désignation en planification financière ou CFP (atout)
Tools & skills
Source and dates
Source type not verified · njoyn
- Employer posting date
- 2026-10-26
- First seen by our source
- 2026-10-29
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Business development |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | Financial Planner License, Certified Financial Planner |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Groom & Associates
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
We've been providing staffing solutions that work for companies in all fields for over 20 years. What makes us so successful? Experience and our unique ability to accurately assess and then match the candidate's individual job skills with the ideal position. Our wide range of services means we can offer a broad selection of qualified candidates - whether you need permanent team players or temporary replacements. We provide long-term solutions for all your recruiting, evaluation and personnel selection. Depuis plus de 20 ans, nous offrons aux entreprises des solutions uniques adaptées à leur recrutement de personnel. La clé de notre succès réside dans notre habileté à combiner les qualités d’un candidat à celles exigées pour un mandat. Notre éventail de services nous permet de vous proposer une grande variété de candidats hautement qualifiés qui peuvent se joindre à votre équipe de façon permanente ou temporaire. Nous fournissons des solutions à long terme pour : le recrutement, l’évaluation et la sélection de votre personnel
- LinkedIn followers
- 90,996
- People associated on LinkedIn
- 40
- Reported office locations
- 360 Rue St-Jacques, G-100, Montreal, QC H2Y 1P6, CA
- 999 Canada Place, Suite 404, Vancouver, British Colombia V6C 3E2, CA
- 151 Yonge Street, 11th floor, Toronto, Ontario M5C 2W7, CA
- 5925 Airport road, Suite 200, MISSISSAUGA, Ontario 4V 1W1, CA
- 343 Preston Street, 11th floor, Ottawa, Ontario K1S 1N4, CA
- Other recorded names
- Groom & Associés / Associates
- Specialties
- IT recruitment
- Sales & Marketing Recruitment
- Finance & Accounting recruitment
- Administration & Operations recruitment
- Engineering recruitment
- Science & Pharmaceutical recruitment
- Temporary Recruitment
- and Executive search recruitment
- Profile identifies a recruitment agency
- Yes
We've been providing staffing solutions that work for companies in all fields for over 20 years. What makes us so successful? Experience and our unique ability to accurately assess and then match the candidate's individual job skills with the ideal position. Our wide range of services means we can offer a broad selection of qualified candidates - whether you need permanent team players or temporary replacements. We…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Montreal, QC |
| Organization type | Privately Held |
| Specialties | IT recruitmentSales & Marketing RecruitmentFinance & Accounting recruitmentAdministration & Operations recruitmentEngineering recruitmentScience & Pharmaceutical recruitmentTemporary Recruitmentand Executive search recruitment |
| Open jobs on Jobsy | 26 |
| View page |
Associate Investment Advisor
Associate Investment Advisor
Salary: Competitive
Status: Permanent, Full time
Location: Dorval/ West Island
Key Accountabilities
• Developing and implementing a structured business development strategy
• Developing strategic plans for prospects and existing clients.
• Providing clients with an initial review of their existing financial plan or creating a new financial plan
• Conducting complimentary needs analysis across several financial planning
• Conducting market research to understand market trends
• Maintain and building relationship with existing clients.
• Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate Wealth Management partners
• Developing and implementing a structured business development strategy
Requirements:
• Financial Planner License (an Asset)
• Financial Planning Designation or Certified Financial Planner (an Asset)
• Effective verbal and written communication skills in both English and French
• Ability to manage
We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.
For more information on our recruitment service, please visit our website www.groomassocies.com
Votre partenaire en recrutement – Your recruitment partner www.groomassocies.com
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