Senior Wealth Advisor - 360° Planning & Premium Service

Desjardins; Sept-Îles; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness,

Telework equipment

Job summary

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.

Qualifications

• Bachelor's degree in a related field is required.
• CIRO registration as a registered representative is required.
• Financial planning designation and mutual fund certificate are preferred.
• Knowledge of French is required.

Responsibilities

• Advise and assist members and clients in executing strategies using the 360° approach, including savings and investments.
• Develop and maintain business relationships with mass-affluent Signature Service clients.
• Provide premium support, drive results, and ensure sound risk and compliance management.

Skills

Action oriented

Communicates effectively

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

CIRO registration as a registered representative

Financial planning designation

Mutual fund representative certificate – Autorité des marchés financiers

Job description

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.