Senior Wealth Management Advisor

Join Desjardins as a Senior Wealth Management Advisor, helping clients achieve their financial goals. Use a comprehensive approach to develop strategies tailored to mass-affluent clients.

This position requires a minimum of six years of experience in wealth management, emphasizing interpersonal skills and communication. You will partner with senior colleagues to analyze client needs, recommend sound investment strategies, and monitor market trends.

Your role extends to delivering premium client support, ensuring compliance with all regulations, and actively participating in business development activities.

Key Responsibilities:

• Build strong relationships with mass-affluent clients

• Analyze and formulate personalized investment advice

• Collaborate with senior advisors on strategic recommendations

• Keep abreast of market trends affecting client portfolios

• Engage in promotional events and information sessions

Requirements:

• Bachelor’s degree in a related field

• 6+ years of relevant industry experience

• CIRO’s registration as Registered Representative

• Required proficiency in French

• Other qualifications may be assessed

Utilize your expertise and client relationship skills to make an impact at Desjardins.
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