Serve Signature Service clients through wealth management advising, financial planning, and investment strategies in a hybrid work model. Build trusted relationships supporting their goals.
As a senior wealth management advisor at Desjardins, you serve mass-affluent members and clients while developing business relationships. You use the 360° approach across savings and investments, supporting established plans and personal goals. Close communication with expert partners and colleagues strengthens client service and business development.
Key Responsibilities:
- Serve, solicit, and develop client business relationships
- Advise clients on savings and investment strategies
- Assist clients in executing established financial plans
- Provide premium support and follow up on strategies
- Ensure risk, compliance, and policy adherence
Requirements:
- Bachelor's degree in a related field
- Minimum six years of relevant experience
- CIRO registration as a registered representative
- Financial planning designation
- French language knowledge and mutual fund certification
Bring senior wealth management, financial planning, and relationship development expertise to Desjardins and its Signature Service clients.
Senior Wealth Management Advisor in Montréal employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
