Wealth management advisor
On-site · Saint-Hyacinthe, Quebec, Canada or Chambly, Quebec, Canada
Job Summary
Wealth management advisor positions in the Richelieu-Yamaska region requiring delivering personalized financial solutions and exceptional service. Responsibilities include helping members with financing and investment needs, incorporating estate planning and wealth protection, managing business relationships, following up on relationships to improve service, and developing wealth strategies aligned with members' financial, tax, and personal goals. The role emphasizes staying current on industry news and trends to provide high-quality financial guidance and solutions; competitive salary with bonus and a robust benefits package is offered.
Required Qualifications
- Experience in wealth management or financial services preferred
- Ability to listen to members and understand financial goals
- Knowledge of estate planning and wealth protection
- Strong relationship management and client service skills
- Ability to stay informed on market trends and best practices
- Competitive compensation with bonus and benefits
This role has closed. Sorce can match you with similar open roles and apply on your behalf.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.