Join our team as a Wealth Management Advisor focusing on mass-affluent clients. Utilize your experience in financial strategy development and client relationship management to deliver exceptional support.

As a senior advisor, you will develop and maintain meaningful relationships with Signature Service members while providing personalized financial advice. Your role will include analyzing client needs and market movements to recommend effective investment strategies and solutions, all within a framework of compliance and risk management.

Key Responsibilities:
• Serve and develop relationships with affluent clients
• Advise clients on savings, investment, and strategies
• Partner with senior advisors for client satisfaction




• Monitor and assess market trends affecting investments
• Participate in company promotional and speaking events

Requirements:
• Bachelor's degree in a relevant field
• Minimum six years of experience in a similar role
• Registered Representative eligibility
• Bilingual proficiency in French
• Excellent action-oriented communication skills

Capitalize on your skills in financial analysis and client needs assessment to drive results in wealth management.
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📌 Mass-Affluent Wealth Management Advisor Role (Quebec City)
🏢 Jobtailor
📍 Quebec City