Join our team as a Senior Wealth Management Advisor dedicated to mass-affluent clients. Deliver exceptional service through tailored savings and investment strategies while managing compliance effectively.In this role, you will serve, develop, and maintain relationships with Signature Service clients. Your experience will help advise clients on comprehensive strategies that support their financial journey. Partnering with senior advisors, you’ll contribute to achieving sales objectives by navigating market trends.Key Responsibilities:
Build solid relationships with mass-affluent signature service clients
Recommend 360° financial strategies and execute follow-ups
Collaborate on advisory service with senior wealth partners
Ensure compliance with risk management practices
Participate in promotional activities within the business communityRequirements:
Bachelor’s degree in a relevant field
At least six years of wealth management experience
Required fluency in French
Proven skills in client relationship management
Detailed knowledge of investment strategiesDemonstrate your commitment to client success and strategic financial growth in this key role.#J-18808-Ljbffr

📌 Senior Wealth Advisor For Mass Affluent Clients Quebec City
🏢 Jobtailor
📍 Quebec City