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
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