Senior Wealth Management Advisor

Position: Senior Wealth Management Advisor at Desjardins
Take your wealth management expertise to the next level with Desjardins as a Senior Wealth Management Advisor. Focus on building client relationships and providing tailored financial solutions.

In this senior advisory role, you will connect with high-income earners, professionals, and business owners, offering personalized strategies to meet their financial goals. Utilize your extensive knowledge to develop individualized plans and serve as an expert in the 360 offering. Your collaboration with a team of specialists will ensure client satisfaction and risk management are at the forefront of your services.

Key Responsibilities:

• Develop new business and grow existing client relationships

• Advise on comprehensive financial strategies and solutions

• Create tailored 360 offerings based on client needs

• Monitor market trends for informed investment decisions

• Participate in promotional activities and maintain community presence

Requirements:

• Bachelor's degree in a related field

• Minimum of eight years of relevant experience

• Proficiency in French is essential

• Relevant experience combinations may apply

Bring your wealth management skills and knowledge to enhance client experiences and drive growth for Desjardins.
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