Conseiller principal ou conseillère principale, Gestion de patrimoine

TN France; Saint-Georges; Hybride; EUR 60 000 - 100 000; Plein temps

Résumé du poste

An established industry player is seeking a Senior Wealth Management Advisor to enhance client relationships and develop tailored financial strategies. This role involves collaborating with a team of experts to provide comprehensive wealth management solutions, ensuring client satisfaction while managing risks effectively. With a competitive salary, flexible vacation, and a defined benefit pension plan, this position offers a unique opportunity to thrive in a dynamic environment. If you are driven and possess strong interpersonal skills, this role could be your next career step.

Prestations

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• 8+ years of relevant experience in wealth management.
• Expertise in developing personalized financial strategies.

Responsabilités

• Develop and manage business relationships with high-income clients.
• Monitor market trends and advise on investment strategies.

Connaissances

Interpersonal Savvy

Communication Skills

Customer Focus

Action Oriented

Nimble Learning

Drive Results

Formation

Bachelor's degree in a related field

Outils

Mutual fund representative certificate

CIRO’s registration as Registered Representative

Description du poste

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Client:

Location:

Saint-Georges, France

Job Category:

Education

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EU work permit required:

Yes

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Job Reference:

5b32ee1452fc

Job Views:

1

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

As a senior wealth management advisor, 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

*

What you bring to the table

• Bachelor's degree in a related field
• A minimum of eight years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• CIRO’s registration as Registered Representative
• Knowledge of French is required

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

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Trade Union

Non-unionized