Wealth Management Advisor (Ottawa)

As a wealth management advisor at , you are responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. You listen to members and clients needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You are responsible for individual and business clients working in the agriculture industry and developing close relationships with them.

Key Responsibilities

• Advise members and clients on the best strategies and determine target outcomes.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay on top of financial services industry news, market trends and best practices in your field.
• Participate in outreach activities and be present in the community.

Benefits and Compensation