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)
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Wealth Management Senior Advisor in Sorel-Tracy 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.
