Wealth Management Senior Advisor

Desjardins • Sherbrooke, QC

1d • Hybrid

About The Position

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach.

Requirements

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Knowledge of French is required

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• 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.
• Actively contribute to meeting sales objectives by developing action plans based on the business plan.
• Monitor stock market movements and trends likely to influence investments.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public relations activities and maintain a presence in the business community.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior