Premium Wealth Advisor — 360° Client Strategy

As a 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...

A leading financial services company is seeking a Wealth Management Advisor in Sherbrooke. In this role, you will develop business relationships with affluent clients while providing tailored financial advice. Responsibilities include business development, monitoring market trends, and contributing to sales strategies. Candidates must have a relevant...

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Overview As a 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...

As a 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...

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. You listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals...

A leading Canadian financial institution is seeking a Wealth Associate to support investment advisors in providing exceptional customer service. This role emphasizes assisting clients with financial transactions and managing client files, ensuring compliance with regulations. Candidates should have experience in the banking or financial industry and have...

A leading Canadian financial institution is seeking a Wealth Associate to support investment advisors in providing exceptional customer service. This role emphasizes assisting clients with financial transactions and managing client files, ensuring compliance with regulations. Candidates should have experience in the banking or financial industry and have...

Overview A career as a Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your Team National...

A major financial institution in Sherbrooke is looking for an Advisor in Investment and Financing. In this role, you will focus on understanding clients' financial needs to provide tailored solutions, ensuring exceptional service. The position requires knowledge of investment strategies and dedication to client satisfaction. Candidates will benefit from...