Senior Wealth Advisor

Position: Desjardins Senior Wealth Advisor Role
Location: Montreal West

Join Desjardins as a Senior Wealth Advisor, providing expert guidance to affluent clients through a strategic 360° approach to achieve their financial objectives.

This key position requires building and nurturing strong relationships while offering premium support to clients on savings, investments, and more. You will partner with senior advisors to enhance client satisfaction and work closely with a network of experts, showcasing your interpersonal and communication skills directly with clients.

Key Responsibilities:

• Serve and solicit affluent Signature Service clients

• Execute financial strategies to meet client goals

• Partner with senior advisors and expert colleagues

• Drive business growth through regular client contact

• Manage risk and compliance according to policies

Requirements:

• Bachelor’s degree in a relevant field

• At least six years of experience in a similar role

• CIRO registered representative certification

• Must hold a financial planning designation

• Proficiency in French is required

Leverage your wealth management skills to drive client success at Desjardins.
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