Senior Advisor, Wealth Management

2 weeks ago

Montreal, Canada Desjardins Full time

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to :

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*

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides 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

Please note that other combinations of qualifications and relevant experience may be considered

CIRO’s registration as Registered Representative

Knowledge of French is required

Communicates effectively, Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union

Non Syndiqué

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