Senior Advisor, Wealth Management (Bilingual)
Core
Provide comprehensive financial support and custom investment proposals to high net worth clients ($1MM+) in a salaried, non-commission role.
Role type
Senior Wealth Management Advisor (IC)
Builds
Custom financial plans and investment strategies for high net worth individuals and estates
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Financial planning, Investment management, Client service, Complex estate/corporate structuring, Bilingual communication (English/French)
Preferred skills
CPA designation, Technology adoption
Technologies
Digital financial tools
Responsibilities
Onboard new high net worth clients, Develop tailored financial plans, Create custom investment proposals, Service client accounts proactively, Communicate via phone/video/in-person, Advise on complex corporate/trust/estate situations
Seniority
Senior, hands-on IC