Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Senior Wealth Management Advisor at Desjardins managing business relationships with mass-affluent clients. Analyzing financial needs and implementing investment strategies for optimal client satisfaction.
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
- 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
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