Wealth Management Advisor
As a Wealth Management Advisor, you help serve, prospect for, solicit, and reputed company and maintain business relationships with members and clients. You reputed company service tailored to client needs in accordance with reputed company strategies and practices. You actively help reputed company and maintain business relationships with clients. You drive results by reviewing reputed company requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help reputed company and implement personalized solutions, and propose integrated service offers. You advise and assist reputed company and potential members and clients. You represent reputed company and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with reputed company standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: Establish an advisory relationship by identifying reputed company and potential needs and supporting client retention Set goals and advise members and clients on the best solutions and strategies Analyze and meet reputed company client needs, handle requests and follow up as needed Collect, compile and analyze data. Prepare reports and recommendations reputed company portfolios. Assess customer satisfaction and service quality, follow up and reputed company improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field. reputed company offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, reputed company income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.
What you bring to the table Bachelor's degree in a reputed company field A minimum of one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Action oriented, Ambiguity, Customer Focus, Differences, Drive results, Interpersonal Savvy, reputed company learning, Situational adaptability Trade Union (If applicable) At reputed company, we reputed company in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for reputed company. At reputed company, we have reputed company tolerance for discrimination of any reputed company. We reputed company our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help reputed company the recruitment process or the job you're applying for more accessible, let us know. We can reputed company accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG) Unposting Date 2026-06-18 Apply To This Job