Wealth Management Professional

3 weeks ago


Montreal, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a highly motivated and entrepreneurial-minded individual to join our team as a Wealth Management Advisor.

**Job Summary:**

We are looking for a skilled professional to manage client relationships, provide investment advice, and contribute to business objectives. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

**Key Responsibilities:**

  • Meet with clients to review their investment portfolios and provide personalized advice.
  • Prospect new clients and build relationships through targeted outreach and networking.
  • Manage client relationships by understanding their financial goals and objectives, and providing tailored investment solutions.
  • Contribute to business objectives by attracting and retaining clients, and generating new business opportunities.

**Requirements:**

  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
  • Registration for the Canadian Securities Course (CSC) with CSI, or equivalent experience.
  • High school diploma required.

**What We Offer:**

  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • Competitive compensation and benefits package.
  • Opportunities for advancement and career progression.
  • Training and mentorship to support your success.


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