Senior Wealth Advisor: 360° Planning & Growth

Desjardins; Quebec; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Health and wellness expense reimburse.

Telework equipment

Job summary

Desjardins in Canada seeks a senior wealth management advisor to build and deepen relationships with mass-affluent Signature Service clients, advising on 360° strategies including savings and investments in line with client plans. You’ll work closely with senior advisors and partners to drive growth while maintaining risk and compliance.

Proficiency in French is required. You will develop new business, set strategic goals, and contribute to a comprehensive offering for clients, leveraging market

Qualifications

• Bachelor's degree in a related field
• Six years of relevant experience
• Knowledge of French is required

Responsibilities

• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Develop a comprehensive 360° offering based on member and client needs.
• Actively contribute to meeting sales objectives by developing action plans based on the business plan.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public relations activities and maintain a presence in the business community.

Skills

Action oriented

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Six years of relevant experience

French language knowledge

Job description

Desjardins in Canada seeks a senior wealth management advisor to build and deepen relationships with mass-affluent Signature Service clients, advising on 360° strategies including savings and investments in line with client plans. You’ll work closely with senior advisors and partners to drive growth while maintaining risk and compliance.

Proficiency in French is required. You will develop new business, set strategic goals, and contribute to a comprehensive offering for clients, leveraging market