Wealth Management Senior Advisor

Desjardins • Saguenay, QC

9d • Hybrid

About The Position

As a senior wealth management advisor, you will serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients. You will 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. You will work closely with a senior wealth management advisor, acting as a partner in maintaining client relationships and fostering connections with expert partners and colleagues. This role requires strong interpersonal savvy and communication skills. You will provide premium support to members and clients, carrying out and following up on strategies, and making recommendations to ensure full satisfaction and support business growth. You will drive results by ensuring sound risk and compliance management, adhering to practices and policies. Your regular contact with members, clients, and their associates will be crucial for business development activities within the 360° approach.

Requirements

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Responsibilities

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies
• Recommend strategies and solutions to the senior advisor when developing plans
• Monitor market movements and trends likely to influence members’ and clients’ investments
• Take part in a range of promotional activities including speaking events, information sessions and other special events

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
• Number of Employees: 11-50 employees