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Wealth Management Advisor

1 month ago

Montreal, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time
Job Title: Junior Wealth Management Advisor

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

About the Role:

The successful candidate will be responsible for meeting with clients to review their portfolios, prospecting targeted clientele, and managing client relationships by understanding their needs and offering products and services that align with their goals.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement personalized investment strategies to meet client needs.
  • Stay up-to-date on market trends and economic conditions to provide clients with informed advice.
  • Collaborate with cross-functional teams to deliver exceptional client service and support.

Requirements:

  • Bachelor's degree in a related field (e.g. finance, business, economics).
  • Strong analytical and problem-solving skills, with the ability to communicate complex information in a clear and concise manner.
  • Excellent time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
  • Registration for the Canadian Securities Course (CSC) with CSI is a plus.

What We Offer:

  • Competitive compensation package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Access to cutting-edge technology and tools.