Senior Wealth Management Advisor
Desjardins
Serve Signature Service clients through wealth management advising, financial planning, and investment strategies in a hybrid work model. Build trusted relationships supporting their goals.
As a senior wealth management advisor at Desjardins, you serve mass-affluent members and clients while developing business relationships. You use the 360° approach across savings and investments, supporting established plans and personal goals. Close communication with expert partners and colleagues strengthens client service and business development.
Key Responsibilities:
- Serve, solicit, and develop client business relationships
- Advise clients on savings and investment strategies
- Assist clients in executing established financial plans
- Provide premium support and follow up on strategies
- Ensure risk, compliance, and policy adherence
Requirements:
- Bachelor's degree in a related field
- Minimum six years of relevant experience
- CIRO registration as a registered representative
- Financial planning designation
- French language knowledge and mutual fund certification
Bring senior wealth management, financial planning, and relationship development expertise to Desjardins and its Signature Service clients.
#J-18808-LjbffrVacancy posted 3 hours ago
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