Become a Senior Wealth Management Advisor specializing in mass-affluent client relationships and investment strategy development. Ensure client satisfaction while managing risks in all advisory services provided.In this senior position, you will be responsible for advising clients on tailored investment decisions and developing comprehensive financial strategies. Collaborating with seasoned advisors, your role will impact business growth while adhering to compliance policies and market best practices.Key Responsibilities:
Solicit and maintain relationships with affluent clients
Execute savings and investment strategy recommendations
Partner with senior advisors on client advisory roles
Ensure adherence to compliance and risk management policies
Actively engage in business development effortsRequirements:
Bachelor's degree in a related discipline
Minimum of six years of relevant experience
Fluent in French for effective client communication
Robust understanding of wealth management principles
Ability to innovate in sales planningDrive success in wealth management by implementing client-focused strategies in this vital advisory role.#J-18808-Ljbffr

📌 Wealth Management Advisor – Client Growth Focus Quebec City
🏢 Jobtailor
📍 Quebec City