Wealth Management Senior Advisor

Desjardins; Ottawa; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Wealth Management Senior Advisor to cultivate and manage client relationships and provide strategic financial advice. This full-time position requires expertise in financial solutions for high-income clients and a strong record in client development, with additional benefits including a competitive salary, flexible vacation, and pension plans.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimbursement

Qualifications

• At least seven years of relevant experience.
• Proficiency in French required.

Responsibilities

• Generating new business and developing existing client potential.
• Setting goals and advising clients on strategies.
• Developing comprehensive 360° financial solutions.

Skills

Client Relationship Management

Financial Advisory

Sales Strategy

Market Trend Analysis

Team Collaboration

Education

Bachelor's degree in a related field

Mutual fund representative certificate

CIRO registration as a Registered Representative

Job description

Join to apply for the Wealth Management Senior Advisor role at Desjardins.

Location: Signature Service Ontario

Job Type: Full-time, Senior-Level

Job Description: As a senior wealth management advisor, you will develop and manage business relationships, prospect for new clients, and provide tailored financial advice to help members reach their goals. You will serve as an expert in the 360° wealth management approach, working closely with a team of professionals to implement comprehensive financial strategies for high-income clients, professionals, and business owners with complex needs.

Responsibilities include:

• Generating new business and developing existing client potential.
• Setting goals and advising clients on strategies.
• Developing comprehensive 360° financial solutions.
• Contributing to sales objectives through strategic action plans.
• Monitoring market trends affecting investments.
• Staying updated on market practices and trends.
• Participating in promotional and community activities.

Qualifications:

• Bachelor's degree in a related field.
• At least seven years of relevant experience.
• Mutual fund representative certificate from the Ontario Securities Commission.
• CIRO registration as a Registered Representative.
• Proficiency in French required.

What We Offer:

• Competitive salary and annual bonus.
• Four weeks of flexible vacation.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Health and wellness expense reimbursement.

Additional Information: Desjardins values diversity, equity, and inclusion. We are committed to accessible recruitment and employment practices.

Application Deadline: July 28, 2025