Senior Wealth Management Advisor

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About the role

  • Senior wealth advisor serving Desjardins members through 360° savings and investment strategies. Developing client relationships, business opportunities, and sales plans for North America's largest cooperative financial group.

Responsibilities

  • Serve, solicit, and develop and maintain business relationships with mass-affluent Signature Service members and clients
  • Advise and assist members and clients in executing savings and investment 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
  • 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
  • Contribute to sales objectives by developing action plans based on the business plan
  • Monitor stock market movements and investment-influencing trends
  • Stay up-to-date on market trends and best practices
  • Participate in promotional and public relations activities and maintain a presence in the business community

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
  • Knowledge of French is required

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
  • Reimbursement of telework equipment

Job title

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridSherbrookeCanada

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