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 eventsRequirements:
Bachelor's degree in a related field
Minimum of six years of relevant experience
Registered Representative eligibility
Bilingual in French
Solid interpersonal and communication skillsBring your action-oriented mindset and financial analysis skills to excel in this critical role within wealth management.#J-18808-Ljbffr

📌 Wealth Management Advisor For Mass Affluent Clients Brossard
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📍 Brossard