Elevate your career as a Senior Wealth Management Advisor, serving mass-affluent clients with 360° investment strategies. Guide their financial success while ensuring compliance and risk management.This senior-level position focuses on building strong relationships with Signature Service members and clients. You will advise them on tailored investment strategies and follow through on implemented plans. Collaborating closely with senior advisors, you will contribute to sales growth and stay updated on market trends to provide premium client support.Key Responsibilities:
- Develop and maintain business relationships with clients
- Advise on savings and investment strategies
- Collaborate with senior advisors on client relationships
- Manage compliance and risk in service delivery
- Drive recent business development and client growthRequirements:
- Bachelor's degree in a related field
- Minimum six years of relevant experience
- Fluency in French is required
- Knowledge of wealth management practices
- Understanding of compliance regulationsUtilize your expertise in client advisory and investment strategy to thrive in this rewarding wealth management role.#J-18808-Ljbffr

📌 Advanced Wealth Management Advisor Role (Quebec City)
🏢 Jobtailor
📍 Quebec City