Strategic Wealth Management Associate

3 weeks ago


Québec, Quebec, Canada Desjardins Full time
About the Role

We are seeking a highly skilled Senior Advisor, Wealth Management to join our team at Desjardins.

As a senior wealth management advisor, you will play a key role in developing and maintaining business relationships with clients, providing expert advice and guidance on investment and financial planning strategies. Your primary responsibility will be to analyze client needs, formulate personalized recommendations, and implement strategies to achieve their financial goals.

Key Responsibilities
  1. Develop and maintain high-quality business relationships with clients to maximize their potential.
  2. Analyze client needs and develop personalized advice and guidance on investment and financial planning strategies.
  3. Recommend strategies and solutions to senior advisors when developing plans.
  4. Stay up-to-date on market movements and trends that may impact client investments.
  5. Promote Desjardins services through various activities, including speaking events, information sessions, and other special events.
What We Offer
  1. Competitive salary and annual bonus.
  2. Four weeks of flexible vacation time.
  3. A defined benefit pension plan providing predictable, stable income throughout retirement.
  4. Group insurance, including telemedicine.
  5. Reimbursement for health and wellness expenses and telework equipment.
Requirements
  1. Bachelor's degree in a related field.
  2. A minimum of six years of relevant experience.
  3. Cirro's registration as a Registered Representative.
  4. Knowledge of French is required.
  5. Strong communication and interpersonal skills.

This is a non-unionized position.



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