Private Wealth Regional Growth Manager
Desjardins
Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development leadership and high-net-worth client focus.As Regional Manager at Desjardins, you’ll advance Private Wealth Management objectives across a territory spanning Ontario and Northwestern Quebec. You’ll coordinate with caisse, wealth management, business networks, Desjardins Business Centres, and strategic partners to expand services and visibility. Your leadership will support distinctive member/client experiences, talent development, and sound business practices.Key Responsibilities:
Develop and monitor regional business development plansAccelerate growth for high-net-worth and ultra-high-net-worth clientsStrengthen relationships with regional Desjardins network partnersApply standardized business development strategies and objectivesEncourage engagement in community activities and client eventsRequirements:
Related bachelor’s degreeAt least nine years of relevant experienceCIRO registration as a Registered RepresentativeDesignated Supervisor qualification through the IDSCAdvanced English and French knowledge for Quebec positionsUse strategic planning, relationship building, and wealth management leadership to advance Desjardins Private Wealth Management.
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Develop and monitor regional business development plansAccelerate growth for high-net-worth and ultra-high-net-worth clientsStrengthen relationships with regional Desjardins network partnersApply standardized business development strategies and objectivesEncourage engagement in community activities and client eventsRequirements:
Related bachelor’s degreeAt least nine years of relevant experienceCIRO registration as a Registered RepresentativeDesignated Supervisor qualification through the IDSCAdvanced English and French knowledge for Quebec positionsUse strategic planning, relationship building, and wealth management leadership to advance Desjardins Private Wealth Management.
#J-18808-Ljbffr
Vacancy posted more than 2 months ago
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