Wealth Management Senior Advisor

Desjardins • Granby, QC

5d • 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
• Registration with the CIRO as a registered representative
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Nice To Haves

• Financial planning designation
• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients.
• Advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, to help them achieve their financial and personal goals.
• Partner with the senior wealth management advisor in maintaining business relationships with clients and expert partners and colleagues.
• Offer premium support to members and clients.
• Carry out and follow up on strategies.
• Make recommendations to ensure client satisfaction and support business growth.
• Ensure sound risk and compliance management, and compliance with practices and policies.
• Carry out business development activities for the 360° approach through regular contact with members and clients.

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
• Reimbursement of telework equipment

What This Job Offers

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