Senior Wealth Management Advisor

Position: Senior Wealth Management Advisor at Desjardins
Location: Montreal West

Elevate your career as a Senior Wealth Management Advisor at Desjardins, where you'll assist affluent clients in achieving their financial goals using a comprehensive 360° approach.

In this senior role, you will work collaboratively with clients and expert partners to develop tailored strategies for savings and investments, ensuring both effective execution and client satisfaction. Your strong communication and interpersonal skills will allow you to maintain robust business relationships and drive growth through careful risk management and compliance.

Key Responsibilities:

• Develop and maintain relationships with affluent clients

• Advise clients on tailored financial strategies

• Collaborate with senior wealth management advisors

• Ensure compliance with practices and policies

• Conduct business development activities for clients

Requirements:

• Bachelor’s degree in a related field

• Minimum of six years of relevant experience

• Registration with CIRO as a registered representative

• Financial planning designation required

• Knowledge of French is essential

Bring your expertise in wealth management and client support to enhance Desjardins’ mission of serving members effectively.
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