Senior Wealth Management Advisor developing and managing client relationships while providing tailored financial advice and support. Collaborating with teams to implement comprehensive wealth management solutions.
Responsibilities
Develop and manage business relationships and prospect for new clients
Develop personalized strategies and provide tailored advice and solutions
Serve as an expert advisor for the 360° wealth management approach
Collaborate with a team of professionals to implement strategies
Monitor stock market movements and trends
Play an active role in promotional and public relations activities
Requirements
Bachelor's degree in a related field
A minimum of eight years of relevant experience
Knowledge of French is required
Action oriented
Communicates effectively
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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