Junior Wealth Management Advisor in Quebec
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie
Job Description
Kickstart your career at Diligence Wealth Management as a Junior Wealth Management Advisor in Quebec. This role emphasizes client relationships and tailored financial solutions as you grow a successful career.
Diligence Wealth Management, led by Camille Estephan, is the top office in the Manulife Wealth Inc. network across Canada. We're seeking driven individuals eager to develop a career in wealth management. You don’t need a finance background; your mindset and commitment to client success are what matter most.
Key Responsibilities:
• Meet with clients to analyze financial situations
• Develop a targeted client base through prospecting
• Build strong, lasting client relationships
• Identify client needs for tailored solutions
• Grow your own book of business from scratch
Requirements:
• High school diploma or equivalent
• Strong analytical and problem-solving abilities
• Excellent communication skills, focused on clients
• High autonomy, initiative...
Diligence Wealth Management, led by Camille Estephan, is the top office in the Manulife Wealth Inc. network across Canada. We're seeking driven individuals eager to develop a career in wealth management. You don’t need a finance background; your mindset and commitment to client success are what matter most.
Key Responsibilities:
• Meet with clients to analyze financial situations
• Develop a targeted client base through prospecting
• Build strong, lasting client relationships
• Identify client needs for tailored solutions
• Grow your own book of business from scratch
Requirements:
• High school diploma or equivalent
• Strong analytical and problem-solving abilities
• Excellent communication skills, focused on clients
• High autonomy, initiative...