Senior Wealth Advisor - 360° Strategy & Client Growth

Desjardins; Beloeil; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

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 with a team of experts to implement comprehensive savings and investment solutions.

You will drive business growth, maintain high client satisfaction, and ensure prudent risk and compliance management within Desjardins’

Qualifications

• Bachelor’s degree in a related field
• A minimum of eight years of relevant experience
• Financial Planner designation
• Be registered or eligible for registration as a Registered Representative
• 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.
• Contribute to meeting sales objectives by developing action plans based on the business plan.
• Monitor stock market movements and trends likely to influence investments.
• Stay up-to-date on market trends and best practices in your field.
• Promote Desjardins and participate in external business community activities.

Education

Bachelor’s degree in a related field

Eight years of relevant experience

Financial Planner designation

Registered or eligible for registration as a Registered Representative

Knowledge of French

Job description

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 with a team of experts to implement comprehensive savings and investment solutions.

You will drive business growth, maintain high client satisfaction, and ensure prudent risk and compliance management within Desjardins’