Senior Wealth Advisor: 360° Strategy for Affluent Clients

A leading financial services cooperative is looking for a Senior Wealth Management Advisor to manage client relationships and provide tailored investment strategies. Located in Saint-Hyacinthe, this hybrid role requires a Bachelor's degree, over eight years of relevant experience, and a financial planning certificate. The advisor will support affluent...

Wealth Management Senior Advisor page is loaded## Wealth Management Senior Advisorremote type: The work arrangement for the position is hybrid worklocations: Saint-Hyacinthetime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600705As a senior wealth management advisor, you develop and manage business relationships and prospect for...

OverviewAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor...

RequiredAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor...

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the...

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the...

A leading financial institution in Canada is seeking a Wealth Management Advisor who will develop and maintain strong relationships with clients and members. Responsibilities include advising on financial strategies, managing business relationships, and participating in community outreach. The ideal candidate will have a Bachelor's degree, relevant...

Join to apply for the Wealth Management Advisor role at Desjardins1 day ago Be among the first 25 applicantsRequiredAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs,...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...