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 solid 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