Bilingual Senior Wealth Advisor at Wealthsimple
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In this role, you will focus on onboarding new clients, developing tailored financial strategies, and responding proactively to client needs. You’ll use your bilingual skills in French and English to ensure effective communication and build strong relationships, contributing positively to enhancing the firm's service offerings in wealth management.
Key Responsibilities: • Provide onboarding services to ensure client satisfaction • Develop financial plans tailored to clients’ unique goals • Manage client accounts with a proactive service approach • Create investment proposals aligned with client objectives • Address complex financial matters involving trusts and estates
Requirements: • Required Pl. Fin. designation in Quebec • 5+ years of wealth management experience • Bilingual in French and English • Must hold CFP or IQFP designation • Strong track record in delivering client service excellence
Bring your dedication to client success to Wealthsimple as you shape financial futures.
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