Wealth Management Virtual Advisor - Montréal, Canada - Morgan Stanley

Morgan Stanley

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Wealth Management Virtual Advisor (Hybrid)

Job Number:
3242745

POSTING DATE:
Oct 26, 2023

PRIMARY LOCATION:
Americas-Canada-Quebec-Montreal

EDUCATION LEVEL:
Bachelor's Degree

JOB:
Wealth Management

EMPLOYMENT TYPE:
Full Time

JOB LEVEL:
Associate

DESCRIPTION

We offer:
To work with some of the best professionals in the business for a firm that values individual intellect as much as teamwork
Stateoftheart offices that are designed to maximize collaboration
Flexible working arrangements
Enriching challenges that provide opportunity for constant learning and advancement
An environment which is leveraging technology to its highest potential

Team Profile:

The Wealth Management Field partners closely with its affiliate entity, Morgan Stanley at Work, to create a seamless and consistent corporate employee ("participant") experience throughout their financial life journey that will ultimately lead to a Morgan Stanley Wealth Management relationship.

Our approach is highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing of those participants.

Our goal will be to drive growth across all client segments, from the Mass-Affluent to Ultra High Net Worth, with new digital and human capabilities.

Position Description:

The Morgan Stanley Wealth Management Canada Virtual Advisor (MSVA) Team is a high performing unit providing financial advice and guidance to our mass-affluent client base as well as all other servicing needs through a phone-based model.

The team is currently based out of Toronto, Canada but is looking to expand into Montreal. Both locations will leverage a hybrid work environment with expectations of regular in-office collaboration.

This role requires a driven advice professional with a customer-centric mindset, strong relationship management, organizational skills, and business development skills.

The individual should have experience leading business initiatives to improve prospect, client, and Financial Advisor interactions. The individual will be responsible for designing and executing comprehensive client experience programs across marketing, product, sales, and technology. The individual will support MSVA business development initiatives to drive growth, create business efficiencies and increase client loyalty.

Duties and responsibilities:

Design a comprehensive and tailored investment strategy which integrates multiple aspects of a client's life and financial goals through regular touchpoints and annual reviews maintaining an uptodate investment plan
Conduct research on industry insights and emerging client experience trends in the mass affluent segment through proprietary and thirdparty sources
Collaborate with marketing and sales organizations to drive client engagement
Manage campaign governance to ensure consistency across all prospect / client touch points
Focus on the client experience at every interaction and connecting with clients to build relationships in a meaningful and interactive way
Responsible for assessing business insights and industry trends
Manage voice of the client survey programs to improve the client experience
Liaison with business stakeholders and technology to drive clientcentric initiatives and digital engagement

QUALIFICATIONS

Required skills:
Must have completed the following certifications:

o Canadian Securities Course (CSC)

o Conduct and Practice Handbook Course (CPH)

o Wealth Management Essentials (WME) & a Certified Financial Planner (CFP) or equivalent designation holder (from the Institut Québécois de Planification Financière)

35 years of experience within Financial Services, preferably within a mass affluent channel
Bilingual and fluent in both English & French (Verbal & Written)
Familiarity with Wealth Management branch structure, sales, and branch operations
Call center experience within the financial services industry as well as a deep understanding of the financial services industry through a mass affluent channel lens
Demonstration of leadership, proactively taking initiative to drive change
Must be comfortable working closely with various business organizations
Ability to operate in a teamoriented environment
Excellent written, verbal communications and ability to present insights to senior leadership
Ability to prioritize and operate in a dynamic business environment
Strong proficiency with Microsoft Word, PowerPoint, and Excel
Strong proficiency with planning software
Bachelor's Degree in a related field

About us:

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.

At Morgan Stanley Montreal, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas.

Morgan Stanley is an equal opportunities employer. We work to