Senior Wealth Management Advisor at Desjardins

Elevate financial strategies as a Senior Wealth Management Advisor  a 360° approach to assist mass-affluent clients in achieving their personal and financial goals.

In this role, you'll collaborate closely with clients and the senior wealth management advisor to maintain robust business relationships. Your interpersonal skills will be crucial as you formulate personalized advice and guidance, focusing on investment and financial plan strategies. This position emphasizes business growth through compliance, risk management, and continuous communication with clients.

Key Responsibilities:

• Maintain personalized business relationships with members and clients

• Analyze client needs and provide tailored financial strategies

• Recommend solutions to the senior advisor for plan development

• Monitor market trends affecting investments and strategies

• Participate in promotional activities and special events

Requirements:

• Bachelor’s degree in a related field

• Minimum six years of relevant experience

• Knowledge of French is essential

Utilize your expertise in wealth management to enhance client satisfaction and drive business growth at Desjardins.
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