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 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
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Not specified
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