Senior Wealth Management Advisor
1 month ago
As a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent clients. Your expertise will help clients achieve their financial and personal goals through the 360° approach, including savings and investments. You will work closely with senior wealth management advisors to maintain business relationships with clients and collaborate with expert partners and colleagues.
Key Responsibilities:- Maintain high-quality personalized business relationships to maximize the potential of existing clients.
- Analyze client needs and provide personalized advice and guidance for the implementation of investment and financial plan strategies.
- Recommend strategies and solutions to senior advisors when developing plans.
- Monitor market movements and trends likely to influence clients' investments.
- Participate in promotional activities, including speaking events, information sessions, and other special events.
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan providing 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.
- CIRO registration as a Registered Representative.
- Knowledge of French is required.
Communicates effectively, Drive results, Interpersonal Savvy
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Senior Wealth Management Advisor
2 months ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
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Senior Wealth Management Advisor
2 months ago
Montreal, Quebec, Canada Desjardins Full timeJob Title: Senior Wealth Management AdvisorAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your primary responsibility will be to advise and assist members and clients in executing strategies using the 360°...
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Montreal, Quebec, Canada Desjardins Full timeAs a senior wealth management advisor at Desjardins, you will play a key role in serving, soliciting, and developing business relationships with mass-affluent Signature Service members and clients. Your expertise will be essential in advising and assisting members and clients in executing strategies using the 360° approach, including savings and...
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