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 financial strategies using the 360° approach
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
Ensure sound risk and compliance management and compliance with practices and policies
Maintain personalized business relationships to maximize the potential of existing members and clients
Analyze member and client needs and formulate personalized advice and guidance
Recommend strategies and solutions to the senior advisor when developing plans
Monitor market movements and trends affecting investments
Participate in promotional activities, speaking events, information sessions and special events
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
Be registered, or eligible to be registered,



as a Registered Representative
Knowledge of French is required
Action oriented
Communicates effectively
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Core Competencies Demonstrates expertise in developing and maintaining business relationships with mass-affluent clients, providing personalized financial strategies, and ensuring compliance with risk management practices. Proficient in analyzing client needs and market trends to drive business growth and client satisfaction.
Highest-signal resume keywords Registered Representative
Client Relationship Management
Financial Strategy Development
Risk Management Compliance
Bilingual in French
Hard Skills Financial Analysis
Investment Strategies
Market Trend Monitoring
Client Needs Assessment
Business Growth Strategies
Soft Skills Effective Communication
Customer Focus
Interpersonal Savvy
Action Oriented
Nimble Learning
Certifications & Qualifications Bachelor's Degree
Industry Keywords Wealth Management
Mass-Affluent Clients
Risk Management
Compliance Practices
Client Satisfaction

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