Wealth Advisor

2 weeks ago

Montreal, Quebec, Canada Société Financière Manuvie Full time
Job Summary

We are seeking a highly motivated and experienced Wealth Advisor to join our team at Société Financière Manuvie. As a Wealth Advisor, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial planning and investment advice to clients, including retirement planning and wealth management.
  • Develop and implement customized financial plans for clients, taking into account their unique needs and goals.
  • Work closely with clients to understand their financial situations and provide guidance on investment strategies and risk management.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
  • Collaborate with other professionals within the organization to provide comprehensive financial solutions to clients.
Requirements
  • University degree in a related field, such as finance or business.
  • Minimum of 1-2 years of experience in a related field, such as financial planning or investment management.
  • Strong knowledge of financial planning principles and investment strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and provide exceptional client service.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our clients.
About Us

Société Financière Manuvie is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.

We are committed to diversity, equity, and inclusion, and we strive to create a workplace where everyone feels valued and respected. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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