Senior Wealth Strategist
2 days ago
As a senior wealth strategist at Desjardins, you play a key role in delivering exceptional client experiences and driving business growth.
Job OverviewWe are seeking an experienced professional to join our team as a senior wealth advisor. This is an exciting opportunity for someone who thrives in a fast-paced environment and is passionate about building strong relationships with clients.
In this role, you will be responsible for maintaining high-quality business relationships with mass-affluent members and clients, analyzing their needs, and providing personalized advice and guidance on investment and financial planning strategies.
You will work closely with the senior wealth advisor, serving as a partner in maintaining business relationships with clients and collaborating with expert partners and colleagues to drive results.
Key Responsibilities- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
- Recommend strategies and solutions to the senior advisor when developing plans.
- Monitor market movements and trends likely to influence members' and clients' investments.
- Take part in a range of promotional activities, including speaking events, information sessions, and other special events.
- A highly competitive salary: $120,000 - $180,000 per year, depending on experience.
- 4 weeks of flexible vacation starting in the first year.
- A defined benefit pension plan that provides 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.
- Certificate or registration as a Registered Representative (CIRO).
- Proficiency in French.
- Strong communication and interpersonal skills.
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