Wealth management advisor

Job description

Several opportunities are currently available in Richelieu-Yamaska region📍Make a real difference in the financial lives of our members.💚As a financial professional, you’ll play a key role, listening attentively to our members and clients in order to help optimize their financial wellbeing.🎯You’ll be responsible for providing exceptional service, offering high-quality financial solutions that are adapted to their needs.. More specifically, you will be required to:⤵️ Help members with their financing and investment needs. Incorporate estate planning and wealth protection. Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement. Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals Stay on top of financial services industry news, market trends and best practices in your field. What we offer*: Competitive salary and annual bonus: 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine: Reimbursement of health and wellness expenses and...