Senior Director, Wealth Management Expertise

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About the role

  • Senior Director of Wealth Management overseeing strategic direction and business plan execution at Desjardins. Enhancing advisor expertise and regulatory compliance within the Canadian wealth management industry.

Responsibilities

  • Help the Director define strategic directions
  • Manage implementation ensuring alignment with wealth management business priorities
  • Develop and carry out the administrative department’s business plan
  • Design, structure, and roll out an integrated offer of content and tools
  • Optimize business practices to improve productivity and advisory quality
  • Implement skills development and structured training strategies
  • Launch marketing strategies and business initiatives
  • Ensure oversight of regulatory frameworks and practice standards
  • Mobilize teams to foster performance and talent development

Requirements

  • Bachelor's degree in a related field
  • A minimum of six years of relevant experience
  • Strong communication skills in both French and English, both oral and written
  • In-depth knowledge of wealth management concepts
  • In-depth knowledge of the regulatory framework surrounding the distribution of investment solutions in Canada
  • In-depth knowledge of the Canadian wealth management industry
  • Available for travel is required 30% to 40% of the time

Benefits

  • 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

Job title

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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