Senior Wealth Management Advisor

Position: Senior Wealth Management Advisor at Desjardins
Elevate financial futures as a Senior Wealth Management Advisor with Desjardins. Focus on offering tailored advice to mass-affluent clients while developing robust business relationships.

In this senior role, your expertise in wealth management will guide high-income earners, professionals, and business owners toward their financial goals. You will implement a 360° wealth management approach, collaborating with a team of professionals tailored to complex client needs. A strong emphasis on interpersonal communication is crucial as you balance client satisfaction with prudent risk management.

Key Responsibilities:

• Develop new business and enhance existing client relationships

• Set goals and provide strategic financial advice

• Create a comprehensive 360° financial offering

• Contribute to sales objectives with action plans

• Monitor stock market trends that affect investments

Requirements:

• Bachelor’s degree in a finance-related field

• Minimum eight years of relevant experience

• French language proficiency required

• Strong communication and interpersonal skills

• Proven ability to drive results in a client-focused environment

Lead your clients towards financial success through expert strategy and personalized guidance.
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