Wealth Management Advisor, Service Signature

Jobtailor

Full-time Finance
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Location
mascouche, lanaudière, Canada
Posted
July 13, 2026

Job Description

Responsibilities

  • Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.
  • Develop personalized strategies and provide tailored advice and solutions.
  • Work closely with a team of professionals and specialized partners from various fields.
  • Drum up new business and develop the full potential of existing members and clients.
  • Set goals and advise members and clients on the best strategies.
  • Play an active role in promotional and public relations activities.

Requirements

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Mutual fund representative certificate - Autorité des marchés financiers
  • Certificate in Financial Planning
  • Knowledge of French is required

Certifications & Qualifications

  • Mutual Fund Representative Certificate
  • Certificate in F...