Senior Wealth Management Consultant

4 weeks ago

SaintHyacinthe, Quebec, Canada Desjardins Full time

As a Senior Wealth Management Consultant, you will cultivate and oversee client relationships while actively seeking new opportunities to engage mass-affluent Signature Service members and clients. Your role involves crafting personalized financial strategies and delivering tailored advice and solutions that empower clients to achieve their financial and personal aspirations. You will act as a trusted advisor, utilizing a comprehensive 360° wealth management approach, focusing on savings and investments to provide exceptional support to clients.

Key Responsibilities:

  1. Generate new business opportunities and maximize the potential of existing client relationships.
  2. Establish objectives and guide clients in selecting optimal financial strategies.
  3. Create a holistic 360° service offering tailored to client needs.
  4. Contribute to achieving sales targets by formulating actionable plans aligned with the business strategy.
  5. Analyze stock market trends and movements that may impact investment decisions.
  6. Remain informed about market developments and best practices within the industry.
  7. Engage in promotional and public relations initiatives while maintaining visibility in the business sector.

What We Offer:

  • Competitive salary along with an annual bonus structure.
  • Four weeks of flexible vacation starting from the first year of employment.
  • A defined benefit pension plan ensuring stable income during retirement.
  • Comprehensive group insurance, including telemedicine services.
  • Reimbursement for health and wellness expenses, as well as telework equipment.

Benefits are subject to eligibility criteria.

Qualifications:

  • Bachelor's degree in a relevant discipline.
  • A minimum of eight years of pertinent experience.
  • Other combinations of qualifications and relevant experience may be considered.
  • Financial planning certification from the Autorité des marchés financiers.
  • CIRO registration as a Registered Representative.
  • Proficiency in French is required.

Key Competencies:

  • Action-oriented with a focus on results.
  • Effective communication skills.
  • Strong customer focus.
  • Ability to embrace diversity and differences.
  • Interpersonal savvy and adaptability.

At Desjardins, we are committed to fostering equity, diversity, and inclusion. We value individuals for their unique contributions and strive to create a positive work environment for all. We uphold a zero-tolerance policy for discrimination of any kind, ensuring our teams reflect the diversity of the members, clients, and communities we serve.

If you require accommodations during the recruitment process, please inform us, and we will provide the necessary support.


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