Senior Financial Services Professional

3 days ago


Dorval, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time
Build a Rewarding Career in Wealth Management

Gestion de patrimoine Diligence - Patrimoine Manuvie is seeking an experienced and ambitious Wealth Management Advisor to join our dynamic team in Montreal (Dorval) or Quebec City (Lebourgneuf).

About the Role

We are looking for a skilled professional who can provide exceptional client service, drive business growth, and help us achieve our objectives. As a Wealth Management Advisor, you will have the opportunity to work with clients to understand their financial goals and develop personalized strategies to help them achieve success.

Key Responsibilities
  • Meet with clients to review their portfolios and provide expert advice on investment opportunities.
  • Pursue targeted business development opportunities to expand our client base.


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