Senior Wealth Management Advisor at Desjardins

Location: Quebec

Elevate financial success as a Senior Wealth Management Advisor with Desjardins. Guide mass-affluent clients through strategic savings and investment plans to achieve their individual goals.

As a Senior Wealth Management Advisor, your role focuses on fostering relationships with Signature Service members and mass-affluent clients. Collaborating closely with senior advisors, you will offer tailored financial strategies and ensure client satisfaction. Interpersonal skills and proactive communication are essential for driving business growth while managing compliance and risk effectively.

Key Responsibilities:

• Develop new business and deepen existing relationships

• Advise clients on personalized strategies and goals

• Create a comprehensive 360° offering for clients

• Achieve sales objectives through targeted action plans

• Actively participate in public relations and community presence

Requirements:

• Bachelor’s degree in a related field

• Minimum six years of relevant financial experience

• Proficiency in French is mandatory

• Customer-focused and action-oriented

• Commitment to equity and diversity in service

Leverage your expertise in financial advisory to foster relationships and drive success for Desjardins clients.
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