Senior Wealth Advisor: Premium Client Planning & Growth

Desjardins; Sorel-Tracy; On-site; CAD 90,000 - 140,000; 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 in Canada is seeking a senior wealth management advisor to serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You will advise and assist clients using a 360° approach, aligning savings and investments with plans to help them reach financial and personal goals, while partnering with other specialists.

The role emphasizes client service, risk and compliance, and ongoing development of strategies; you will work closely

Qualifications

• Bachelor's degree in a related field.
• A minimum of six years of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.
• Registration with the CIRO as a registered representative.
• Financial planning designation.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Advise and assist clients using the 360° approach to meet financial goals.
• Build and maintain client relationships and collaborate with partners and colleagues.
• Demonstrate interpersonal savvy and effective communication.
• Develop and follow up on strategies; make recommendations for client satisfaction and business growth.
• Drive results with sound risk and compliance management.
• Maintain regular contact with members and clients to support business development.

Skills

Interpersonal savvy

Communication skills

Customer focus

Drive results

Nimble learning

French language proficiency

Education

Bachelor's degree in a related field

CIRO registration as a registered representative

Financial planning designation

Mutual fund representative certificate – AMF

Job description

Desjardins in Canada is seeking a senior wealth management advisor to serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You will advise and assist clients using a 360° approach, aligning savings and investments with plans to help them reach financial and personal goals, while partnering with other specialists.

The role emphasizes client service, risk and compliance, and ongoing development of strategies; you will work closely