Launch your career as a Junior Wealth Management Advisor, focusing on sophisticated investment strategies for high-net-worth clients. Benefit from exceptional training in tax optimization and wealth structuring.
This role is unmatched for those willing to strive for success. Working directly with an experienced advisor, you'll manage significant client portfolios and gain exposure to advanced strategies in investment and estate planning. Your skilled trajectory is supported by a robust mentorship framework designed to foster growth.
Key Responsibilities:
• Manage and develop client wealth portfolios
• Assess financial objectives and needs
• Formulate personalized investment strategies
• Conduct follow-ups and optimize tax plans
• Help drive the team’s collective success
Requirements:
• High school diploma required
• Strong communication skills and interpersonal rapport
• Ambitious, disciplined with a growth mindset
• Bilingual (FR/EN) is a significant asset
• Commitment to further training and certifications
Accelerate your career with unparalleled mentorship and income potential as you build your book of business.
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Apply on Kit Job: kitjob.ca/job/2g8z22
📌 Junior Wealth Management Advisor (Quebec City)
🏢 Gestion de patrimoine Manuvie - L-G-P
📍 Quebec City
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