Senior Wealth Planner for High-Net-Worth Clients

Desjardins Group; Trois-Rivières; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Trois-Rivières is seeking a professional to develop and maintain personalized business relationships with members and customers, assisting them in achieving financial goals. Responsibilities include developing new business and advising on financial strategies. Ideal candidates will have a Bachelor's degree and at least four years of experience, with a strong emphasis on customer focus and interpersonal skills. Competitive salary and benefits offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of four years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Develop new business and maintain relationships with members and customers.
• Advise on financial strategies to grow savings and investments.
• Ensure compliance with financial product distribution laws.

Skills

Action oriented

Customer focus

Interpersonal savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

A leading financial institution in Trois-Rivières is seeking a professional to develop and maintain personalized business relationships with members and customers, assisting them in achieving financial goals. Responsibilities include developing new business and advising on financial strategies. Ideal candidates will have a Bachelor's degree and at least four years of experience, with a strong emphasis on customer focus and interpersonal skills. Competitive salary and benefits offered.