Wealth Management Senior Advisor

Desjardins Group; Ottawa; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services provider in North America is seeking a senior wealth management advisor to cultivate and manage high-value client relationships. The successful candidate will provide expert financial strategies and personalized advice, working with a team of specialists to meet the unique financial goals of affluent clients. The position requires a strong background in wealth management, outstanding interpersonal skills, and a commitment to client satisfaction.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of seven years of relevant experience.
• Knowledge of French is required.
• Experience working with high-income individuals.

Responsibilities

• Develop and manage business relationships with mass-affluent clients.
• Create personalized strategies and provide tailored financial advice.
• Lead business relationship initiatives and coach team members.

Skills

Interpersonal Savvy

Communication Skills

Drive Results

Education

Bachelor's degree in a related field

Mutual fund representative certificate from the Ontario Securities Commission

CIRO’s registration as Registered Representative

Job description

As a senior wealth management advisor at Signature Service Ontario , you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support. As a business relationship leader, you develop high-level financial strategies. You work closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and communication skills are therefore essential. You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs. Your work and initiatives require extensive, in-depth knowledge of your line of business and cross-sector, detailed understanding of the organization. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert in your line of work, mentoring and coaching members of your team. More specifically, you will be required to:

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.

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.

What you bring to the table

Bachelor's degree in a related field

A minimum of seven years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Mutual fund representative certificate from the Ontario Securities Commission

CIRO’s registration as Registered Representative

Knowledge of French is required

As a senior wealth management advisor at Signature Service Ontario , you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support. As a business relationship leader, you develop high-level financial strategies. You work closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and communication skills are therefore essential. You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs. Your work and initiatives require extensive, in-depth knowledge of your line of business and cross-sector, detailed understanding of the organization. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert in your line of work, mentoring and coaching members of your team. More specifically, you will be required to:

• 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.

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.

What you bring to the table

• Bachelor's degree in a related field

• A minimum of seven years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Mutual fund representative certificate from the Ontario Securities Commission

• CIRO’s registration as Registered Representative

• Knowledge of French is required

Communicates effectively, Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

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)

Unposting Date

2025-07-28

About the company

The Desjardins Group is a Canadian financial services cooperative and the largest federation of credit unions in North America.

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