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Wealth Management Specialist

1 week ago

Saanich, Canada Prospera Full time
Job Description

We are seeking a skilled Financial Advisor to join our team. As a Relationship Manager, you will be responsible for building and maintaining relationships with our high-value clients. This involves assessing their financial needs, providing tailored advice, and creating comprehensive financial plans.

You will work closely with our line of business specialists to ensure seamless referrals and transitions. Your expertise in mortgage lending, mutual funds, and other financial products will enable you to develop and implement effective strategies for our clients.

Key Responsibilities:

  • Assess clients' financial objectives, risk tolerance, and unique needs to provide tailored advice.
  • Create holistic financial strategies that encompass investment, lending, protection, and omni-channel day-to-day banking.
  • Facilitate referrals to trusted partners and ensure smooth transitions of clients.