Wealth Management Senior Advisor

Desjardins; Sorel-Tracy; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins in Canada is seeking a senior wealth management advisor to serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You will advise and assist clients using a 360° approach, aligning savings and investments with plans to help them reach financial and personal goals, while partnering with other specialists.

The role emphasizes client service, risk and compliance, and ongoing development of strategies; you will work closely

Qualifications

• 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.

Responsibilities

• Advise and assist clients using the 360° approach to meet financial goals.
• Build and maintain client relationships and collaborate with partners and colleagues.
• Demonstrate interpersonal savvy and effective communication.
• Develop and follow up on strategies; make recommendations for client satisfaction and business growth.
• Drive results with sound risk and compliance management.
• Maintain regular contact with members and clients to support business development.

Skills

Interpersonal savvy

Communication skills

Customer focus

Drive results

Nimble learning

French language proficiency

Education

Bachelor's degree in a related field

CIRO registration as a registered representative

Financial planning designation

Mutual fund representative certificate – AMF

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.

Required

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.

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

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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)