Drive business growth and client satisfaction as a Wealth Management Advisor working with mass-affluent clients. Utilize your expertise in financial strategies and compliance for optimal service delivery.

In this senior role, you will serve, solicit, and maintain relationships with Signature Service members. You'll advise clients on savings and investment strategies using the 360° approach, collaborating closely with senior advisors. Your aim will be to ensure premium support while analyzing client needs and market trends effectively.

Key Responsibilities:
• Develop and maintain relationships with mass-affluent clients
• Advise on savings, investment, and financial strategies
• Collaborate with senior wealth management advisors
• Monitor market trends affecting investments
• Participate in promotional activities and events

Requirements:
• Bachelor's degree in a related field
• Minimum of six years of relevant experience
• Registered Representative eligibility
• Bilingual in French
• Robust interpersonal and communication skills

Bring your action-oriented mindset and financial analysis skills to excel in this critical role within wealth management.
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📌 Wealth Management Advisor for Mass-Affluent Clients (Quebec City)
🏢 Jobtailor
📍 Quebec City