Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Senior wealth advisor developing personalized investment and wealth strategies for Desjardins members and clients. Managing relationships, sales growth, market insights, and 360° financial solutions.
Responsibilities
- Develop and manage business relationships
- Prospect for and solicit new mass-affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions
- Serve as an expert advisor for the 360° wealth management approach, savings and investments
- Develop high-level financial strategies
- Work with expert professionals and specialized partners to implement the 360° approach
- Drum up new business and develop the full potential of existing members and clients
- Set goals and advise members and clients on the best strategies
- Develop a comprehensive 360° offering based on member and client needs
- Contribute to sales objectives by developing action plans based on the business plan
- Monitor stock market movements and investment trends
- Stay up-to-date on market trends and best practices
- Participate in promotional and public relations activities and maintain a presence in the business community
- Represent Desjardins and enter the organization into agreements with members and clients
- Establish and negotiate product and service terms
- Mentor and coach team members
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
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.
Desjardins investment assistant serving members and clients in Rimouski. Selling securities and supporting branch operations, compliance, staffing, and client solutions.
Capital markets and treasury advisor guiding Desjardins’ strategic financial initiatives. Advising senior stakeholders on complex projects, policies, and external agreements.
Senior Advisor developing go - to - market strategies and campaigns for iA Financial Group’s insurance and savings solutions. Creating sales enablement tools and optimizing marketing performance across Canada.
Senior management information advisor developing strategic data systems, reports, and performance indicators for Desjardins. Leading complex initiatives and advising decision - making bodies.
Senior business strategy advisor shaping Desjardins transformation initiatives in Montréal and Lévis. Advising leaders, developing strategic programs, and guiding complex cross - sector projects.
Virtual wealth advisor managing smaller investment relationships for Alterna Savings, an Ontario member - owned financial institution. Providing digital investment advice, portfolio reviews, referrals, and compliant member service.
Senior business strategy advisor guiding Desjardins strategic initiatives and organizational transformation. Advising leaders, shaping policies, and representing business positions to decision - making bodies and external partners.
Advisor Trainee developing insurance and investment expertise at Sun Life. Building client relationships and preparing for a future financial advisor career in British Columbia.
Sun Life Advisor Trainee gaining insurance and investment experience through client relationships, licensing, and business development. Preparing for a future financial advisor career.