Wealth Management Advisor

Description du poste

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to:

• 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 a comprehensive 360° offering based on member and client needs.

• Actively contribute to meeting sales objectives by developing action plans based on the business plan.

• Monitor stock market movements and trends likely to influence investments.

• Stay up-to-date on market trends and best practices in your field.

• Play an active role in promotional and public relations activities and maintain a presence in the business community.

Exigences

• Action oriented

• Communicates effectively

• Customer Focus

• Differences

• Drive results

• Interpersonal Savvy

• Nimble learning

Qualifications

• Bachelor's degree in a related field

• A minimum of six years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• CIRO’s registration as Registered Representative - Undefined issuing entity

• Knowledge of French is required

Ce que nous offrons

• 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

Syndicat (le cas échéant)

Trade Union (If applicable)