Guide affluent clients with investment expertise and financial strategy in a relationship-focused wealth management advisor position. French is required for this prospect.
As a wealth management advisor, you develop lasting business relationships with members, clients, and business owners. You listen to financial needs, recommend appropriate investments, loans, and insurance products, and support financial goals. Your work balances satisfaction, profitability, business objectives, and prudent risk management.
Key Responsibilities:
- Advise clients on strategies and identify expected results
- Manage relationships and assess satisfaction and service quality
- Follow up and identify areas for service improvement
- Monitor industry developments, market trends,
and best practices
- Represent the caisse through community outreach activities
Requirements:
- Bachelor's degree in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Action-oriented, customer-focused, and results-driven approach
Apply wealth management, investment, and relationship skills while advising members, clients, and business owners on integrated strategies.