Senior Wealth and Investment Strategist

7 days ago


Dorval, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

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

As a motivated, entrepreneurial-minded individual, you will be responsible for meeting with clients to review their portfolios, prospecting targeted clients, managing client relationships, and contributing to business objectives.

Key responsibilities include:

  • Meet with clients to discuss their investment goals and provide tailored solutions.
  • Identify new business opportunities and develop strategies to attract and retain clients.
  • Collaborate with the sales team to achieve business objectives.

The ideal candidate will have strong analytical and problem-solving skills, excellent time management, autonomy, and initiative. A high school diploma is required, and registration for the Canadian Securities Course (CSC) with CSI is preferred.

In this role, you will have the opportunity to develop your own client base, work in a dynamic environment, and benefit from unlimited coffee and a competitive salary. Our company offers a comprehensive compensation package based on performance, including training and mentorship.

**Estimated Salary:** $60,000 - $80,000 per year, depending on experience and qualifications.


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