Senior Wealth Architect & Client Strategy Lead

Desjardins; Longueuil; Vor Ort; CAD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Competitive salary and annual bonus

4 weeks of flexible vacation starting—

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Zusammenfassung

Desjardins is seeking a senior wealth management advisor in Canada to develop and manage business relationships, prospect for new mass-affluent clients, and deliver tailored 360° wealth management strategies. You will collaborate with a team of professionals to implement premium, high-level financial solutions and maintain strong client satisfaction.

The role emphasizes interpersonal savvy, client-focused advisory, and leadership in a dynamic financial services environment with opportunities to

Qualifikationen

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

Aufgaben

• 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.
• Monitor stock market movements and trends likely to influence investments.
• 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.

Kenntnisse

Interpersonal skills

Communication skills

Sales acumen

Ausbildung

Bachelor’s degree in a related field

Jobbeschreibung

Desjardins is seeking a senior wealth management advisor in Canada to develop and manage business relationships, prospect for new mass-affluent clients, and deliver tailored 360° wealth management strategies. You will collaborate with a team of professionals to implement premium, high-level financial solutions and maintain strong client satisfaction.

The role emphasizes interpersonal savvy, client-focused advisory, and leadership in a dynamic financial services environment with opportunities to