Wealth Management Senior Advisor
On-siteSherbrooke, Quebec, Canada
Job Summary
Drive business growth by soliciting and developing relationships with mass-affluent Signature Service members, executing 360° financial strategies, and recommending solutions to ensure client satisfaction. Monitor market trends to advise on investment strategies, actively contribute to sales objectives through action plans, and maintain a presence in the business community via promotional activities. Ensure sound risk and compliance management while following up on client needs. Requires a Bachelor's degree, six years of experience, and French language proficiency. Competitive salary, annual bonus, and comprehensive benefits apply.
Required Qualifications
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Knowledge of French
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