Senior Wealth Management Advisor

Jobtailor; Brossard; On-site; CAD 90,000 - 130,000; Full time

Job summary

Jobtailor in Canada seeks a seasoned wealth management professional to serve, solicit, develop and maintain relationships with mass-affluent Signature Service members and clients, advising on savings, investment and financial strategies using a 360° approach.

You will work closely with the senior wealth management advisor, provide premium support, monitor markets, and participate in events to promote growth while ensuring risk and compliance.

Qualifications

• Bachelor's degree in a related field.
• Minimum of six years of relevant experience.
• Be registered, or eligible to be registered, as a Registered Representative.
• Knowledge of French is required.

Responsibilities

• 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.

Skills

Financial Analysis

Investment Strategies

Market Trend Monitoring

Client Needs Assessment

Business Growth Strategies

Effective Communication

Customer Focus

Interpersonal Savvy

Action Oriented

Nimble Learning

Education

Bachelor's Degree

Job description

• 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 events

Requirements

• 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 learning

Core Competencies

Demonstrates 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 French

Hard Skills

• Financial Analysis


• Investment Strategies


• Market Trend Monitoring


• Client Needs Assessment


• Business Growth Strategies

Soft Skills

• Effective Communication


• Customer Focus


• Interpersonal Savvy


• Action Oriented


• Nimble Learning

Certifications & Qualifications

• Bachelor's Degree

Industry Keywords

• Wealth Management


• Mass-Affluent Clients


• Risk Management


• Compliance Practices


• Client Satisfaction