Regional Private Wealth Management Director
1 day ago
Toronto ON, Toronto Census Division, ON; Ontario, Canada
Desjardins
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
Lead Private Wealth Management growth across Ontario and Northwestern Quebec through strategic leadership, business development, and strong regional partnerships.
As Regional Manager, you’ll represent Private Wealth Management across the territory and influence caisses, Desjardins Business Centres, specialized networks, and strategic partners. You’ll drive profitable growth, expand services for high-net-worth and ultra-high-net-worth clients, and strengthen the member/client experience. The position also supports talent development, evolving business practices, and divisional strategic priorities.
Key Responsibilities
Execute the coordinated regional Private Wealth Management business development plan Standardize regional business practices, strategies, and performance objectives Build partnerships with caisses and wealth management networks Monitor plans addressing regional priorities, challenges, and objectives Promote Desjardins wealth management throughout the regional community
Requirements:
Bachelor’s degree in a related field Minimum nine years of relevant experience CIRO Registered Representative registration with CIRE and RSE Investment Dealer Supervisors Course designation Advanced English; French required for Quebec positions Bring regional leadership, profitable growth, partnership development, and wealth management expertise to Desjardins. #J-18808-Ljbffr
Key Responsibilities
Execute the coordinated regional Private Wealth Management business development plan Standardize regional business practices, strategies, and performance objectives Build partnerships with caisses and wealth management networks Monitor plans addressing regional priorities, challenges, and objectives Promote Desjardins wealth management throughout the regional community
Requirements:
Bachelor’s degree in a related field Minimum nine years of relevant experience CIRO Registered Representative registration with CIRE and RSE Investment Dealer Supervisors Course designation Advanced English; French required for Quebec positions Bring regional leadership, profitable growth, partnership development, and wealth management expertise to Desjardins. #J-18808-Ljbffr