Elevate your career as a Senior Wealth Management Advisor supporting mass-affluent clients. Leverage your bilingual skills in French to offer exceptional financial strategy advice and client service.

This pivotal role involves collaborating with senior advisors to cultivate and maintain personalized business relationships. You will analyze client needs, recommend strategies, and execute financial solutions while ensuring adherence to compliance practices. Your actions will drive business growth and enhance overall client satisfaction.

Key Responsibilities:
• Provide personalized financial strategies to clients
• Collaborate closely with senior advisory partners
• Ensure compliance with risk management practices




• Analyze market trends affecting investment strategies
• Engage in special events and promotional activities

Requirements:
• Bachelor's degree required
• At least six years of relevant experience
• Eligibility as a Registered Representative
• Proficient in French
• Solid customer-focused communication skills

Bring your proven expertise in client relationship management, investment strategies, and effective communication to strengthen our wealth management team.
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📌 Senior Wealth Advisor with Bilingual Expertise (Quebec City)
🏢 Jobtailor
📍 Quebec City