Wealth Management Senior Advisor
Hybrid · Canada
Core
Serve, solicit, and develop business relationships with mass-affluent Signature Service members and clients to help them achieve financial and personal goals using a 360° approach.
Role type
Senior wealth management advisor
Builds
Financial strategies and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, risk management, compliance, business development, interpersonal communication, strategy execution
Preferred skills
None stated
Technologies
None stated
Responsibilities
Advise clients on savings and investments, maintain client relationships, execute financial strategies, ensure risk and compliance management, drive business growth
Seniority
Senior, hands-on IC