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.
About the role
- Senior Advisor, Personal serving and developing business relationships while advising clients at Desjardins Group. Leading strategic initiatives and maintaining client satisfaction with a focus on profitability.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Provide service tailored to client needs in accordance with current strategies and practices
- Lead clients and practitioners on sales and service development projects, initiatives and activities that significantly impact multiple business sectors
- Analyze highly complex problems and develop and implement personalized solutions tailored to client needs
- Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- 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 and telework equipment
Job title
Job type
Experience level
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Not specified
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