Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Wealth Management Advisor serving affluent Desjardins clients with personalized wealth, investment, and banking strategies. Developing relationships, sales plans, and tailored solutions for complex financial needs.
Responsibilities
- Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
- Advise on savings, investments and banking offerings as part of the 360° wealth management approach
- Provide members and clients with premium support
- Work closely with professionals and specialized partners from various fields
- Balance member/client satisfaction, objectives, risk and compliance management, and implementation of the business model
- Represent Desjardins and enter the organization into agreements with members and clients
- Establish and negotiate product and service terms
- 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
- 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 four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- 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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Job type
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