Senior Advisor in Wealth Management

Location: Shawinigan

Advance your career with Desjardins as a Senior Wealth Management Advisor, focusing on high-net-worth members and clients. Deliver tailored financial strategies using a comprehensive 360° approach.

As a senior advisor, you will work closely with clients to establish and maintain meaningful relationships while advising on investment and savings strategies.

Your role involves ensuring compliance with policies and fostering business growth through effective communication and sound financial advice. Key skills include interpersonal savvy and effective communication.

Key Responsibilities:

• Build and maintain strong client relationships

• Assess client needs and advise on investment strategies

• Assist in planning and proposing solutions

• Track market trends related to client investments

• Participate in promotional and information sessions

Requirements:

• Degree in finance or related discipline

• Six years of experience in a wealth management role

• Proficiency in French for client interactions

Utilize your client-focused approach and financial expertise to excel at Desjardins.
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