Wealth Management Senior Advisor

Financial Planner designation

At Desjardins, we believe in equity, diversity and inclusion.

Trade Union (If applicable)

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

*

As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients.

You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals.

You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support.

As a business relationship leader, you develop high-level financial strategies.

You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs.

Your work and initiatives require extensive, in-depth knowledge of your line of business and cross-sector, detailed understanding of the organization.