- Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients- Advise and assist members and clients in executing savings, investment and financial strategies using the 360° approach- Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships- Offer premium support to members and clients- Carry out and follow up on strategies- Make recommendations to ensure member and client satisfaction and support business growth- Ensure sound risk and compliance management and compliance with practices and policies- Maintain personalized business relationships to maximize the potential of existing members and clients- Analyze member and client needs and formulate personalized advice and guidance- Recommend strategies and solutions to the senior advisor when developing plans- Monitor market movements and trends affecting investments- Participate in promotional activities, speaking events, information sessions and special eventsRequirements- Bachelor's degree in a related field- A minimum of six years of relevant experience- Other combinations of qualifications and relevant experience may be considered- Be registered, or eligible to be registered,



as a Registered Representative- Knowledge of French is required- Action oriented- Communicates effectively- Customer Focus- Differences- Drive results- Interpersonal Savvy- Nimble learningCore CompetenciesDemonstrates expertise in developing and maintaining business relationships with mass-affluent clients, providing personalized financial strategies, and ensuring compliance with risk management practices. Proficient in analyzing client needs and market trends to drive business growth and client satisfaction.Highest-signal resume keywords- Registered Representative- Client Relationship Management- Financial Strategy Development- Risk Management Compliance- Bilingual in FrenchHard Skills- Financial Analysis- Investment Strategies- Market Trend Monitoring- Client Needs Assessment- Business Growth StrategiesSoft Skills- Effective Communication- Customer Focus- Interpersonal Savvy- Action Oriented- Nimble LearningCertifications & Qualifications- Bachelor's DegreeIndustry Keywords- Wealth Management- Mass-Affluent Clients- Risk Management- Compliance Practices- Client Satisfaction#J-18808-Ljbffr

📌 Mass-Affluent Wealth Management Advisor Role (La Prairie)
🏢 Jobtailor
📍 La Prairie