Wealth Planner for High-Net-Worth Clients

Desjardins; Quebec; Hybrid; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance

Telemedicine

Telework equipment

Job summary

Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes.

The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins components to deliver comprehensive financial strategies while adhering to regulatory requirements and prudent risk practices.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum of four years of relevant experience is required.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.

Responsibilities

• Develop new business with customers, balancing satisfaction, profitability and risk.
• Maintain relationships by responding to specialized savings needs and leveraging Desjardins components.
• Ensure transfer of members' external assets and develop potential of referred members.
• Advise on financial strategies to grow savings and investment portfolios.
• Collaborate with account managers and partners to enhance wealth management offerings.
• Identify member needs and refer to specialists as needed.
• Develop strategies to publicize Desjardins wealth management services and manage risk.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree

Job description

Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes.

The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins components to deliver comprehensive financial strategies while adhering to regulatory requirements and prudent risk practices.