Private Wealth Manager

Location: Quebec City and Montreal (two positions available)

Position: Permanent, hybrid

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Job description

As a Private Wealth Manager, you guide clients in managing their wealth so they can achieve their personal and financial goals.

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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
• Recommend strategies or solutions that support the company’s objectives, such as growing business volume, sound risk management, portfolio profitability and stronger business relationships
• 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
• Contribute to the quarterly review and the monthly letter
• Sit on the investment committee

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Qualifications

• Bachelor’s degree in finance or any other relevant field
• At least 5 years of experience in the financial industry
• CFA or CIM designation
• Excellent knowledge of the stock markets
• Knowledge of tax, financial and estate matters
• Knowledge of the investment management industry, its products and services, and market trends
• Knowledge of compliance

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Working conditions

• Permanent hybrid position
• Two positions available: one in Quebec City and one in Montreal
• Competitive salary
• Excellent benefits package (insurance, RRSP, telemedicine, 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.