Description
We are looking for a bilingual Senior Advisor / Lead Advisor to join our Wealth Management Service team, focusing on Quebec clients.
As a Senior Advisor / Lead Advisor, you will work closely with our team to provide exceptional wealth management services to high-net-worth individuals and families in Quebec. You will leverage your expertise to offer tailored investment solutions, retirement planning, and estate planning advice.
Key responsibilities:
- Provide comprehensive wealth management services to Quebec clients
- Develop and maintain strong relationships with clients
- Offer expert investment advice and portfolio management
- Collaborate with internal teams to ensure seamless service delivery
- Stay up-to-date with industry trends and regulatory changes
Requirements:
- Bilingual (English and French)
- Relevant experience in wealth management or financial advisory services
- Strong understanding of Canadian financial markets and regulations
- Excellent communication and interpersonal skills
What we offer:
- Competitive compensation package
- Opportunity to work with a leading fintech company
- Collaborative and dynamic work environment