senior relationship strategist - Montreal (administrative region) - beBeeWealthManagement

    beBeeWealthManagement
    beBeeWealthManagement Montreal (administrative region)

    2 days ago

    Job title: Senior Wealth Management Advisor | 360° Strategy

    Description

    Job Title: Senior Wealth Management Advisor


    A leading financial cooperative in Quebec is seeking a seasoned professional to develop and manage relationships with high-income clients. The ideal candidate will have over eight years of experience, a bachelor's degree, and a Certificate in Financial Planning.



    Required Skills and Qualifications


    • Mentorship skills for team members are essential.
    • The ability to contribute to sales objectives is vital.

    Benefits


    A competitive salary, annual bonus,
    a defined benefit pension plan, flexible vacations are offered.

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