(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Télétravail au Canada124k–192k $/anTélétravailTemps plein
Wealthsimple Technologies
5+ ansCandidates need a Pl. Fin. designation, a CIM or CFA designation, and fluency in French and English. Senior Advisors need 5+ years of wealth management or financial advisory experience; Lead Advisors need 10+ years, including HNW clients, plus additional designations such as FEA, TEP or CPA.
Bilingualism, Sales targets, Onboarding, Customer service, Communication skills, Financial planning