- 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