Senior Wealth Management Advisor

Jobtailor; Quebec; On-site; CAD 80,000 - 120,000; Full time

Job summary

Jobtailor in Canada (Capitale-Nationale, Quebec) seeks an experienced wealth management professional to serve mass-affluent Signature Service members and clients. You will advise on savings, investments, and 360° strategies, partnering with senior advisors to deepen client relationships and drive growth.

The role emphasizes managing risk, complying with practices, and developing comprehensive 360° offerings.

Qualifications

• 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
• 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 other 360° strategies
• 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
• Manage risk and compliance with practices and policies
• Drum up new business and develop the full potential of existing members and clients
• Set goals and advise members and clients on the best strategies
• Develop comprehensive 360° offerings based on member and client needs
• Contribute to sales objectives through action plans based on the business plan
• Stay up-to-date on market trends and best practices
• Participate in promotional and public relations activities and maintain a presence in the business community

Skills

Client Relationship Management

Investment Strategies

Risk Management

Sales Planning

Market Trend Analysis

Client Advisory

Communication

Relationship Building

Problem Solving

Goal Setting

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 other 360° strategies
• 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
• Manage risk and compliance with practices and policies
• Drum up new business and develop the full potential of existing members and clients
• Set goals and advise members and clients on the best strategies
• Develop comprehensive 360° offerings based on member and client needs
• Contribute to sales objectives through action plans based on the business plan
• Stay up-to-date on market trends and best practices
• Participate in promotional and public relations activities and maintain a presence in the business community

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
• Knowledge of French is required

Core Competencies

Demonstrates expertise in developing and maintaining business relationships with mass-affluent clients, advising on savings and investment strategies, and managing risk and compliance. Proficient in executing comprehensive 360° offerings tailored to client needs while contributing to sales objectives and staying informed on market trends.

Highest-signal resume keywords

• Client Relationship Management
• Investment Strategy Development
• Risk Management
• Sales Objectives Achievement
• Fluency in French

ATS Optimization Keywords

Hard Skills

• Investment Strategies
• Risk Management
• Sales Planning
• Market Trend Analysis
• Client Advisory

Soft Skills

• Communication
• Relationship Building
• Problem Solving
• Goal Setting

Certifications & Qualifications

• Bachelor's Degree

Industry Keywords

• Wealth Management
• Mass-Affluent Clients
• 360° Strategies
• Business Development
• Compliance Practices