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Wealth Management Senior Advisor

2 months ago

Lévis, Quebec, Canada Desjardins Group Full time
Senior Wealth Management Advisor

We are currently seeking a Senior Wealth Management Advisor to serve, solicit, and develop business relationships with our mass-affluent Signature Service members and clients. In this role, you will advise and assist members and clients in executing strategies utilizing the 360° approach, which includes savings and investments. Your primary goal will be to provide top-tier financial guidance and support to help our clients achieve their financial goals.

Key Responsibilities:
  • Develop and maintain strong business relationships with clients and members.
  • Provide expert financial guidance and support to help clients achieve their financial goals.
  • Assist clients in executing strategies utilizing the 360° approach, including savings and investments.
  • Stay up-to-date on industry trends and developments to provide the best possible service to clients.
Requirements:
  • Strong business development and relationship-building skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong knowledge of financial products and services.