- Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients
- Advise and assist members and clients in executing savings, investment and other 360° strategies
- Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
- Offer premium support to members and clients
- Carry out and follow up on strategies
- Make recommendations to ensure member and client satisfaction and support business growth
- Manage risk and compliance with practices and policies
- Drum up current business and develop the full potential of existing members and clients
- Set goals and advise members and clients on the best strategies
- Develop comprehensive 360° offerings based on member and client needs
- Contribute to sales objectives through action plans based on the business plan
- Stay up-to-date on market trends and best practices
- Participate in promotional and public relations activities and maintain a presence in the business community

Requirements

- Bachelor's degree in a related field
- A minimum of six years of relevant experience




- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required

Core Competencies

Demonstrates expertise in developing and maintaining business relationships with mass-affluent clients, advising on savings and investment strategies, and managing risk and compliance. Proficient in executing comprehensive 360° offerings tailored to client needs while contributing to sales objectives and staying informed on market trends.

Highest-signal resume keywords

- Client Relationship Management
- Investment Strategy Development
- Risk Management
- Sales Objectives Achievement
- Fluency in French

ATS Optimization Keywords

Hard Skills

- Investment Strategies
- Risk Management
- Sales Planning
- Market Trend Analysis
- Client Advisory

Soft Skills

- Communication
- Relationship Building
- Problem Solving
- Goal Setting

Certifications & Qualifications

- Bachelor's Degree

Industry Keywords

- Wealth Management
- Mass-Affluent Clients
- 360° Strategies
- Business Development
- Compliance Practices

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📌 Senior Wealth Management Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City