Senior Wealth Management Advisor

Serve mass-affluent Signature Service members through wealth management, financial planning, and investment strategies. Build relationships while working closely with expert partners and colleagues.As a senior wealth management advisor at Desjardins, you advise members and clients using the 360° approach. You support savings and investments aligned with established plans. Your work includes premium service, strategy follow-up, recommendations, and business development. Interpersonal savvy and communication skills are essential when maintaining client relationships.Key Responsibilities:
Serve and solicit mass-affluent Signature Service members and clientsAdvise on savings and investment strategies using the 360° approachExecute and follow up on established financial strategiesMaintain relationships with clients, associates, and expert partnersEnsure sound risk and compliance management practicesRequirements:
Bachelor's degree in a related fieldMinimum six years of relevant experienceRegistration with CIRO as a registered representativeFinancial planning designation and mutual fund representative certificateKnowledge of French is requiredApply your wealth management, relationship development, and compliance expertise while supporting Desjardins members and clients.
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