Senior Wealth Management Advisor

We are recruiting on behalf of one of our clients, a highly reputable and well-established wealth management group based in Montréal. This position focuses on providing VIP-level advisory services to ultra-high-net-worth clients, delivering personalized financial advice while building long-term, trust-based relationships with individuals and families.

 

Key Responsibilities

  • Build and maintain long-term relationships with clients
  • Manage an assigned portfolio of clients
  • Support clients in achieving their financial and wealth objectives
  • Identify cross-functional and cross-sector synergy opportunities
  • Ensure compliance, risk management, and proper client documentation
  • Guide clients toward the most appropriate service offerings based on their needs
 

Requirements

  • Bachelor’s degree in Business Administration, Finance, or a related field
  • Minimum of 5 years of experience in an advisory or consulting role
  • Active registration/license with CIRO (Canadian Investment Regulatory Organization)
  • Strong knowledge of investment products
  • Fluency in French and English (spoken and written)
 

Benefits

  • Highly competitive compensation package
  • Flexible group insurance benefits
  • Generous retirement savings plan