Wealth management advisor

Overview

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.

Responsibilities

• 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 fiel...