Elevate your career with expert financial advisory as a Wealth Management Advisor. This role focuses on tailored advice for affluent individuals and business owners.

In this position, you will manage and enhance business relationships while advising clients on financial strategies. Work collaboratively to develop solutions that align with clients' goals, balancing profitability and risk management. Your role will also involve outreach activities, staying informed on market trends to benefit clients effectively.

Key Responsibilities:
• Assist clients in choosing suitable financial solutions
• Develop strategies for investments and loans
• Evaluate member/client satisfaction and service delivery
• Collaborate with partners to design integrated strategies
• Participate in community outreach activities

Requirements:
• Bachelor’s degree required
• At least two years of financial advisory experience
• Mutual fund representative certificate a must
• Knowledge of French is essential
• Action-oriented with robust interpersonal skills

Maximize client satisfaction and drive results through exceptional service in the Wealth Management Advisor role.
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📌 Financial Advisor for Affluent Clients (Quebec City)
🏢 Jobtailor
📍 Quebec City