Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and integrated financial strategies.
About the role
- Senior Wealth Management Advisor serving Desjardins members and clients with personalized investment and financial strategies. Supporting business growth, compliance, and premium client relationships.
Responsibilities
- Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients
- Advise and assist members and clients in executing savings, investment and financial strategies using the 360° approach
- Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
- Offer premium support to members and clients
- Carry out and follow up on strategies
- Make recommendations to ensure member and client satisfaction and support business growth
- Ensure sound risk and compliance management and compliance with practices and policies
- Conduct business development activities through regular contact with members, clients and their associates
- Maintain high-quality personalized business relationships
- Analyze member and client needs and formulate personalized advice and guidance
- Recommend strategies and solutions to the senior advisor when developing plans
- Monitor market movements and trends influencing investments
- Participate in promotional activities, speaking events, information sessions and special events
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Must hold the designation of Registered Representative with CIRO
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
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