Wealth Management Senior Advisor

Desjardins; Cambridge; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

A leading financial services company is seeking a senior wealth management advisor in Cambridge to develop tailored wealth management strategies for high-income clients. The ideal candidate will leverage extensive experience to provide expert advice, mentor team members, and manage complex client needs while contributing to sales objectives. A competitive salary, flexible vacation, and comprehensive benefits package will be offered.

Benefits

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

• A minimum of seven years of relevant experience is required.
• Knowledge of French is required.

Responsibilities

• Develop and manage business relationships with high-income clients.
• Implement comprehensive 360° wealth management strategies.
• Monitor market trends to advise on investments.

Skills

Interpersonal Savvy

Communication

Driving Results

Education

Bachelor's degree in a related field

Tools

Mutual fund representative certificate

CIRO’s registration as Registered Representative

Job description

As a senior wealth management advisor at , 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 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)