Senior Wealth Management Advisor

1 month ago


Montreal, Quebec, Canada Desjardins Full time
Senior Advisor, Wealth Management

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.
What We Offer:
  • 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.
What You Bring to the Table:
  • 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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