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
- Wealth Management Senior Advisor managing client relationships and offering tailored financial solutions. Driving sales and advising clients based on market trends and financial goals.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
- Drive results by developing strategies and recommending investments, loans and insurance products
- Monitor stock market movements and trends likely to influence investments
- Stay up-to-date on market trends and best practices in your field
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- 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
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Auto Claims Advisor helping TD Insurance customers resolve vehicle claims for TD Insurance. Coordinating claims, appraisals, vendors, coverage, and fair settlements in Markham.
Senior Implementation Advisor overseeing retirement - plan implementations for Desjardins, North America's largest cooperative financial group. Advising plan sponsors, coordinating stakeholders, and driving project delivery.
Senior Implementation Advisor coordinating retirement - plan implementations for Desjardins, North America's largest cooperative financial group. Managing stakeholders, timelines, client requirements, and continuous improvement initiatives.
Senior business strategy advisor shaping complex transformation initiatives at Desjardins, North America’s largest cooperative financial group. Advising leaders, developing strategic plans, and improving financial - service delivery.
EC
Conseiller PCO soutenant la planification, le contrôle et la gouvernance de projets chez Exposant 3. Pilotage d’outils Microsoft, contrôle qualité des données et rapports Power BI.
Solution Advisor demonstrating Sodales software, training customers, and supporting RFPs. Partnering with sales and technical teams in Toronto’s hybrid delivery organization.
Legacy Giving Advisor cultivating and stewarding planned gifts for World Vision Canada, a nonprofit development, relief, and advocacy organization. Building donor relationships and managing legacy - giving portfolios.
Banking Advisor helping Windsor clients with banking, credit, and investment needs at RBC, Canada’s largest bank. Delivering personalized advice, digital education, financial transactions, and referrals through branch and community engagement.
Residential Field Claims Adjuster settling home insurance claims for TD Insurance in Ottawa. Inspecting property damage, determining coverage, estimating repairs, and negotiating contractor settlements.