Wealth Management Senior Advisor

Wealth Management Senior Advisor – Desjardins Desjardins Responsibilities As a senior wealth management advisor, you provide leadership, develop and manage business relationships, and prospect and solicit new mass‑affluent and high‑net‑worth Signature Service members and clients representing major development potential for the organization. You develop personalized strategies and provide tailored advice and solutions to achieve members’ and clients’ financial and personal objectives and ensure their full satisfaction. You serve as an expert advisor for the comprehensive 360° offering and for securities investment management, providing members and clients with best‑in‑class, tailor‑made support. As business relationship leader, you develop the overall financial strategy, and you ensure the implementation of the overall offering by working collaboratively with a team of expert professionals and specialist partners from various fields. Highly developed interpersonal and communication skills are therefore essential. You work with a large member and client base, consisting primarily of professionals and business owners with diverse and complex needs. The nature of your work requires extensive, highly specific knowledge of the organization and your line of business. You ensure consistency and balance between member and client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery, while leveraging your ability to achieve results. You represent Desjardins and enter the organization into agreements with members and clients. You also have opportunities to establish and negotiate product and service terms. You serve as an expert in your field, mentoring and coaching members of your team. Drum up new business and develop the full potential of existing members and clients. Set goals and advise members and clients on the best strategies. Develop a comprehensive 360° offering based on member and client needs. Actively contribute to meeting sales objectives by developing action plans based on the business plan. Monitor stock market movements and trends likely to influence investments. Stay up-to-date on market trends and best practices in your field. Play an active role in promotional and public relations activities and maintain a presence in the business community. What we offer Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria. What You Bring To The Table Bachelor’s degree in a related field A minimum of 8 years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Certificate in Financial Planning – Autorité des marchés financiers Approved by IIROC as a registered representative Knowledge of French is required Key Skills Action oriented Communicates effectively Customer Focus Drive results Interpersonal Savvy Nimble learning Situational adaptability Curious about Desjardins? Click here Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Family Member/client sales and service (FG) Unposting Date 2025-11-25 Seniority Level Mid‑Senior level Employment Type Full-time Job Function Finance and Sales Industries Banking #J-18808-Ljbffr