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 eventsRequirements:
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 skillsCapitalize on your skills in financial analysis and client needs assessment to drive results in wealth management.#J-18808-Ljbffr

📌 Mass Affluent Wealth Management Advisor Role Brossard
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📍 Brossard