Senior Wealth Management Advisor

5 days ago

Québec, Quebec, Canada Desjardins Full time
Job Summary

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 building and maintaining strong relationships with our clients, providing personalized advice and guidance on investment and financial planning strategies, and driving business growth through sound risk and compliance management.

Key Responsibilities
  • Client Relationship Management
    • Maintain high-quality personalized business relationships with existing clients to maximize their potential.
    • Analyze clients' needs and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
  • Business Development
    • Recommend strategies and solutions to senior advisors when developing plans.
    • Monitor market movements and trends likely to influence clients' investments.
  • Promotional Activities
    • Participate in a range of promotional activities, including speaking events, information sessions, and other special events.
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.
Requirements
  • 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.

Desirable Skills

  • Communicates effectively.
  • Drive results.
  • Interpersonal Savvy.

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