Senior Wealth Management Advisor

Responsibilities

• Help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients
• Advise and assist members and clients in executing strategies using the 360° approach
• Maintain high‑quality personalized business relationships to maximize the potential of existing members and clients
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies
• Recommend strategies and solutions to the senior advisor when developing plans
• Monitor market movements and trends likely to influence members’ and clients’ investments
• Take part in a range of promotional activities including speaking events, information sessions and other special events

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Knowledge of French is required

Demonstrates expertise in developing and maintaining personalized business relationships with mass‑affluent clients, providing tailored investment and financial strategies. Proficient in analyzing client needs and market trends to deliver effective financial advice.