Wealth Management Advisor
Core
Develop and maintain trusting business relationships with affluent individual members and business owners to meet their financial goals.
Role type
Wealth Management Advisor
Builds
Integrated financial strategies including savings, investments, loans, and insurance products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Loan structuring, Insurance product selection, Relationship management, Client satisfaction assessment
Preferred skills
Knowledge of market trends, Best practices in financial services
Technologies
Mutual fund platforms, Investment analysis tools
Responsibilities
Advise members and clients on best strategies to identify expected results; Manage business relationships and assess service quality; Stay up-to-date on financial services industry and market trends; Participate in outreach activities and represent the caisse in the community