Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Senior Wealth Management Advisor maintaining client relationships and advising on strategies in Canada. Collaborating with teams to drive financial and personal goals for clients.
Responsibilities
- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients
- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies
- Recommend strategies and solutions to the senior advisor when developing plans
- Monitor market movements and trends likely to influence members’ and clients’ investments
- Take part in a range of promotional activities including speaking events, information sessions and other special events.
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Registered or eligible for registration with the OCRI as a Registered Representative
- 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
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