Financial Advisor

At Experior, a leading financial services firm in Québec, Canada, we’re dedicated to empowering individuals and families to achieve their financial goals through expert guidance and personalized wealth management. We’re looking for a seasoned Financial Advisor to join our dynamic team on-site in Québec. This full-time role offers a unique opportunity to advance your career in a supportive environment focused on professional growth, client success, and community impact. If you’re passionate about delivering tailored financial solutions and building lasting client relationships, this position is for you. Key Responsibilities Develop customized financial plans that align with clients’ objectives, risk tolerance, and life stages, ensuring measurable progress toward their goals. Manage and nurture client relationships by providing continuous advice, support, and updates on their financial portfolios. Conduct regular financial reviews and adjust strategies proactively to respond to market changes and client needs. Analyze market trends and investment products to recommend suitable and compliant financial solutions. Collaborate closely with senior advisors and analysts to optimize client service delivery and meet company targets. Maintain comprehensive and accurate documentation of all client interactions and financial recommendations to ensure regulatory compliance. Ensure adherence to industry regulations and company policies in all advisory activities. What We're Looking For Required: Bachelor's Degree in Finance, Economics, or a related field. 3-5 years of proven experience in financial planning and client relationship management. Exceptional communication and interpersonal skills to build trust and rapport with diverse clients. Proficiency in financial analysis and planning software tools. Preferred: Certified Financial Planner (CFP) designation or equivalent industry certification. Demonstrated ability to work collaboratively within a team-oriented environment. Strong knowledge of Canadian financial regulations and market trends. What We Offer Competitive salary of approximately $3,000 USD per month, aligned with Québec market standards. Health insurance coverage to support your well-being. Paid time off to maintain a healthy work-life balance. Retirement plan options to secure your future. Professional development programs and career advancement opportunities within Experior. A collaborative and supportive workplace culture focused on innovation and client success. Frequently Asked Questions What qualifications are necessary to apply for this Financial Advisor role? You should have a Bachelor’s degree in Finance or a related field, 3-5 years of relevant experience, and preferably hold certifications like CFP. Is this position remote or on-site? This is an on-site, full-time position based in Québec, Quebec, Canada. What is the salary range for this job? The salary is approximately $3,000 USD per month, competitive within the local market. Are there opportunities for career growth at Experior? Yes, we emphasize career development and provide professional training and advancement opportunities. What kind of clients will I be working with? You will work primarily with individuals and families seeking personalized financial planning and wealth management solutions. Does Experior provide benefits? Yes, benefits include health insurance, paid time off, and a retirement plan. Call to Action Ready to take the next step in your financial advisory career? Join Experior’s expert team in Québec and make a meaningful impact on clients’ financial futures. Apply today to start your journey with us and enjoy a rewarding, growth-oriented environment.