Wealth Management Advisor

Position: Wealth Management Advisor in Hybrid Role
Location: Lévis

Elevate your career as a Wealth Management Advisor in a hybrid setting. Your expertise in financial strategies and interpersonal skills are key to driving client satisfaction and success.

In this essential role, you will develop and maintain strong relationships with individual members and business owners. Your ability to listen to client needs and tailor solutions will support their financial goals while ensuring alignment with business objectives. You will work collaboratively with various partners to design integrated strategies that deliver exceptional results.

Key Responsibilities:

• Advise clients and members on effective financial strategies

• Manage business relationships for improved client satisfaction

• Stay informed on market trends and industry best practices

• Participate in community outreach and representation

• Identify areas for service quality improvement

Requirements:

• Bachelor’s degree in a related field

• Minimum one year of relevant experience

• Mutual fund representative certificate

• Autorité des marchés financiers certification

• Knowledge of French required

Utilize your interpersonal savvy, drive results, and achieve client satisfaction as a Wealth Management Advisor.
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