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Wealth Management Professional
2 months ago
We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Desjardins. As a key member of our wealth management team, you will be responsible for serving, soliciting, and developing business relationships with mass-affluent clients.
Key ResponsibilitiesMaintain high-quality, personalized business relationships to maximize the potential of existing clients.
Analyze client needs and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
Recommend strategies and solutions to senior advisors when developing plans.
Monitor market movements and trends likely to influence client investments.
Participate in a range of promotional activities, including speaking events, information sessions, and other special events.
Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance, including telemedicine
Reimbursement of health and wellness expenses and telework equipment
Bachelor's degree in a related field
A minimum of six years of relevant experience
CIRO's registration as Registered Representative
Knowledge of French is required
Key Competencies
Communicates effectively
Drive results
Interpersonal Savvy
