Desjardins
Wealth Management Senior Advisor
Mascouche, CA · Senior
Sponsorship not specifiedDetected 61 days ago
CommunicationMentoring
About the role
- 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 closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and
Responsibilities
- Drum up new business and develop the full potential of existing members and clients.
- 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.
- Play an active role in promotional and public relations activities and maintain a presence in the business community.
Requirements
- 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.
- You have leeway and opportunities to establish and negotiate product and service terms.
- Bachelor's degree in a related field
- Knowledge of French is required
Skills
- Interpersonal savvy and communication skills are therefore essential.
Compensation
- Competitive salary and annual bonus
Benefits
- Monitor stock market movements and trends likely to influence investments.
- 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
- Reimbursement of health and wellness expenses and telework equipment
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