Wealth Management Senior Advisor

Desjardins; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a senior wealth management advisor in Montreal to help serve and grow relationships with mass-affluent Signature Service members and clients. You will advise on 360° financial strategies, including savings and investments, and collaborate with senior advisors and partners to maintain client satisfaction.

You will be responsible for driving business growth while ensuring sound risk management and regulatory compliance, with a focus on delivering premium client service and

Qualifications

• Bachelor's degree in a related field is required.
• Registration with the CIRO as a registered representative is required.
• Financial planning designation is preferred.

Responsibilities

• Help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
• Advise and assist members in executing strategies using the 360° approach.
• Drive results while ensuring risk and compliance with policies.

Skills

Interpersonal skills

Communication skills

Education

Bachelor's degree in a related field

CIRO registration as a registered representative

Job description

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies.

Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to:

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.
• #LI-Hybrid

What you bring to the table

• 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

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG) Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.