Hybrid Senior Wealth Advisor & Portfolio Strategist

A major financial institution in Quebec is looking for a Senior Wealth Associate to collaborate closely with investment advisors to enhance client experiences. You will play a crucial role in analyzing client accounts, managing onboarding processes, and ensuring exceptional customer service. This position offers a hybrid work model and competitive benefits, including a health and wellness program, pension plan, and employee assistance programs. Strong skills in portfolio management, marketing, and financial planning are essential, as well as a completed diploma in a related field.
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