Senior Wealth Strategist

2 days ago


Montreal, Quebec, Canada Desjardins Full time

As a senior wealth strategist at Desjardins, you play a key role in delivering exceptional client experiences and driving business growth.

Job Overview

We 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.
What We Offer
  • 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.
Requirements
  • 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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