Financial Advisor
2 weeks ago
Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking a highly motivated and entrepreneurial-minded individual to join our team as a Wealth Management Advisor.
About the Role:
As a Wealth Management Advisor, you will play a key role in meeting with clients to review their portfolios, prospecting targeted clients, and managing client relationships by understanding their needs and offering products and services that align with their goals.
Main Responsibilities:
- Meet with clients to review their financial situations and provide personalized advice.
- Identify new business opportunities and develop strategies to attract and retain clients.
- Build and maintain strong relationships with existing clients through exceptional customer service and ongoing support.
- Contribute to the growth and development of our team by sharing knowledge and best practices.
Requirements:
- Demonstrated analytical and problem-solving skills, with a strong focus on delivering results-driven solutions.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
- A high school diploma is required; registration for the Canadian Securities Course (CSC) with CSI is also necessary.
- Prior experience in sales or a related field is an asset.
What We Offer:
- A competitive salary range of $60,000 - $80,000 per year, based on performance.
- Ongoing training and mentorship to help you succeed in your role.
- A dynamic work environment and modern offices.
- The opportunity to develop your own client base and grow with our company.
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