Senior Wealth Advisor - 360° Planning & Premium Service
Desjardins
Desjardins is seeking a Senior Wealth Management Advisor to serve and develop relationships with mass-affluent Signature Service clients. You will execute comprehensive financial strategies using a 360° approach, focusing on savings and investments aligned with client goals.You will collaborate with the senior advisor, maintain client relations, and ensure compliance while driving business growth. French language proficiency is required for this role.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - 360° Planning & Premium Service in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110... ...on achieving the highest level of client service and results. A high attention to detail... ...working closely with Thane Stenner and senior team members. Build trusted, multigenerational...SeniorLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...financial goals while providing exemplary service. As an Wealth Advisor, Employee... ...service and the delivery of investment planning and portfolio management to employees participating...SuggestedInternshipFlexible hours- ...remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to... ...with a valid work permit Benefits Health benefits - Dental plan - Health care plan - Paramedical services coverage Financial...SuggestedPermanent employmentTemporary workRemote work
- ...seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This... ...work Defined-contribution pension plan with generous employer participation from... ...team whose diverse backgrounds and wealth of perspectives are one of the keys to...SeniorPermanent employmentFull timeWork at officeRemote work
- Desjardins in Beloeil, Quebec, seeks a senior wealth management advisor to develop relationships with mass-affluent Signature Service clients and provide tailored 360° wealth management strategies. You will help clients reach financial and personal goals while collaborating...Senior
- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned construction professional with 20+ years of experience in contracting or consulting environments to lead complex construction...SeniorContract workFor contractors
$59k - $97k per year
...owned and operated professional services firm in our country, we are... ...typical day look like? As a Senior Accountant in the Accounting... ...clients, and will assist with tax planning strategies. You have strong... ...recruitment experience. Our recruitment advisors and hiring teams will utilize...SeniorPermanent employmentFlexible hours- ...thinking, analytics, and commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will...Senior
$180k - $200k per year
...Lead planning on a multi-billion flagship Toronto transit project, with a genuine opportunity to step up in scale, responsibility and long... ...infrastructure, ideally at Planning Manager, Lead Planner or Senior Planner level. Strong Primavera P6 skills, including critical path...SeniorLong term contractFor contractorsRelocation- ...DESCRIPTION GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of... ...required paperwork, tests, products and services Attentive to details; reviews... ...offered a competitive bonus and/or commission plan, which complements a first-class total rewards...Minimum wagePart timeWork at officeLocal area
- ...expert technicians and our loyal customers. The Role As the Service Writer/Manager, you are the face of Seven Oaks Transmissions.... ...Experience: 5+ years of experience as an Automotive Service Advisor or Manager. Specific knowledge of automotive drivetrains is a significant...Full timeLocal areaMonday to friday
- ...The Alberta Public Service’s Ministry of Energy and Minerals is seeking a Manager, Business Planning to lead and coordinate the department’s planning and reporting efforts, including the development of the business plan and annual report. The role collaborates with divisions...
$50k - $100k per year
...37.5 Line of Business: TD Wealth Pay Details: $50,000 - $... ...clients with holistic discovery and planning resulting in customized wealth... ...one of Canada's premier full-service brokerage firms for clients... ...and professional Investment Advisor, while maintaining active participation...Work from home$45k - $55k per year
...customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of... ...and have the opportunity to offer this new and dynamic service for our clients under a specified premium threshold. Here Is What a Typical Day Looks Like...Full time- ...depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver... ...responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive...SeniorBank staffLocal areaFlexible hoursAfternoon shift
- ...dedicated to providing fully optional tools and services tailored to meet the unique needs of First... ...benefits including a Registered Pension Plan with matching contributionsOpportunities... ...availableWhat You Will DoSupport the Senior Manager FMS Support Services in the planning...SeniorFull timeContract work
- ...recognized for providing highly reliable service and exceptional customer satisfaction. Join... ...Position Overview: We are seeking a Long-Term Planning Analyst to join our Asset Management... ...continuously improve the Asset Management Plan (AMP), Manitoba Hydro's long-term (10+...Hourly payLong term contractInternship
- ...for their clients. The Estate Planning Assistant is accountable for supporting... ...quotes, ongoing client service and supporting other projects... ...to the appropriate Investment Advisor on a timely basis. Follow-up... ...insurance carriers as requested. Plan and organize seminars, lunch...Full timeContract workTemporary workFixed term contractWork at officeMonday to friday
- ...discounted pricing on vehicles, parts and service. Vickar Automotive Group is committed to the... ...looking to fill the position of a parts advisor, who will be responsible for scheduling... ...competitive and well-rounded group benefits plan, including a discounted gym membership and...Full timeImmediate start
$70k - $100k per year
...Ensure you and your family receive the services and benefits needed to support your mental... ...construction provider and we're looking for a Safety Advisor to help us get there! The Safety... ...in the workplace. Develop workplace plans - such as emergency evacuations, fire...Permanent employmentFlexible hoursNight shift- ...By joining Reliance as a Home Comfort Advisor you’ll become an important team member and... ...need to succeed. We have ambitious growth plans and are looking for Team Members who want... ...customers. • Present/sell company products and services to new and existing customers • Resolve...Flexible hoursAfternoon shift
$16.4 per hour
...Job Description About the Role As a Sales Advisor , you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to... ...family support programs, company match retirement plan, paid leave programs, and paid time off, including...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work- ...If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities... ...build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in...Flexible hours
$43.3k - $56.7k per year
...37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700... ...discovery approach to wealth planning and protection to provide highly... ...advice, solutions, and service to clients. TD Private Investment... ...dedicated and professional Investment Advisor (IA), while maintaining active...Full timeWork from home- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding our organization's information systems and data... ...be used for application status inquiries. Come join our team—one of the largest IT and business consulting services firms in the world.Full time
- ...The Opportunity: The Material Supply and Planning Manager is a key member of the Lagimodiere... ...into realistic, executable production plans. The manager connects demand, plant capacity... ...capacity constraints, inventory risks, and service concerns before they affect execution....Hourly payTemporary workWeekend work
$45.9k - $72.6k per year
...Full Time - Group Retirement Services (GRS) Administration supports... ...Only, and non‑registered plans. In this role, you will support... ...members, plan administrators, advisors, and brokers in a timely and professional... ...external partners, including senior leadership Communicates...SeniorPermanent employmentFull timePart timeInternshipWork at officeFlexible hours- ...team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives, campaigns, sponsorships... ...What you’ll do Develop and execute integrated communications plans that define objectives, audiences, key messages, channels, tactics...Work at officeFlexible hours
- ...difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships... ..., and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals....Full timeBank staffFlexible hoursAfternoon shift
- ...your role will be… Financial Advisor At Scotiabank we help... ...focus is to provide exceptional service throughout the customer’s journey... ...our customer’s comprehensive plans using a holistic approach to help... ...and commercial banking, wealth management and private banking...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - 360° Planning & Premium Service. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB


