About this role
Role Overview
- Help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
- Advise and assist members and clients in executing strategies using the 360° approach.
- Work closely with the senior wealth management advisor.
- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
- Analyze the needs of members and clients and formulate personalized advice and guidance.
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment