Wealth Management Senior Advisor
HybridAmos, Quebec, Canada or La Sarre, Quebec, Canada
Job Summary
Maintain high-quality personalized business relationships with mass-affluent Signature Service members and clients to maximize their potential. Analyze client needs to formulate personalized advice for investment and financial plan strategies, while recommending solutions to senior advisors. Monitor market movements and trends influencing investments, and carry out business development activities through promotional events and information sessions. Ensure sound risk and compliance management while driving results for business growth. Requires French language proficiency and six years of relevant experience. This role supports Desjardins' mission as North America's largest cooperative financial group, serving over 52,000 employees and diverse communities.
Required Qualifications
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Registered or eligible for registration with the OCRI as a Registered Representative
- Knowledge of French
Desired Qualifications
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
- Trade Union (If applicable)
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