Wealth Management Advisor

Location: Quebec City

Position: Permanent

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Job description

As a Wealth Management Advisor, you are responsible for prospecting, soliciting, developing and retaining clients.

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Duties and responsibilities

• Solicit, develop and maintain personalized business relationships with current and prospective clients to promote and sell Eterna products and services
• Identify and analyze client needs, design suitable solutions and prepare an integrated service offering; negotiate applicable terms with clients
• Manage client files (creating client records in the CRM, logging all relevant information, planning schedules and follow-ups)
• Listen to clients’ needs to ensure their complete satisfaction, seize business opportunities and, when needed, refer them to the right people to meet their expectations
• Comply with applicable policies, practices and standards, as well as the laws governing the distribution of financial products and services
• Ensure sound and prudent risk management for all assets under your responsibility
• Take part in networking activities to identify business development opportunities

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Qualifications

• Bachelor’s degree in business administration, with a concentration in financial services or any other relevant concentration
• At least 2 years of experience in a similar role
• Certificate in financial planning (IQPF) and associated licence, an asset
• Completion of the Canadian Investment Funds Course and associated licence, or equivalent training, an asset
• Knowledge of Winfund software, an asset
• Fluency in French
• Good computer skills

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Working conditions

• Permanent position
• Based in Quebec City
• Base salary plus commission
• Excellent benefits package (insurance, telemedicine, RRSP, leisure allowance, etc.)
• Employer-paid continuing education

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Please send your application, including your résumé and contact information, to rh@eterna.ca.