Desjardins Group
Desjardins Senior Wealth Advisor Role
Job Description
Join Desjardins as a Senior Wealth Advisor, where you will implement the 360° wealth management approach by offering personalized financial solutions to affluent clients.
As a key member of the wealth management team, your focus will be on developing business relationships and advising mass-affluent clients on investments and savings strategies. You’ll play a critical role in understanding client needs, monitoring market trends, and creating comprehensive financial strategies. Alongside your colleagues, you will engage the business community to promote Desjardins’ services.
Key Responsibilities:
• Build and nurture relationships with affluent clients
• Develop tailored financial plans based on client needs
• Track investment trends to guide financial decisions
• Meet and exceed sales objectives through strategic planning
• Participate actively in community promotional events
Requirements:
• Bachelor’s degree in finance or related discipline
• At least eigh...
As a key member of the wealth management team, your focus will be on developing business relationships and advising mass-affluent clients on investments and savings strategies. You’ll play a critical role in understanding client needs, monitoring market trends, and creating comprehensive financial strategies. Alongside your colleagues, you will engage the business community to promote Desjardins’ services.
Key Responsibilities:
• Build and nurture relationships with affluent clients
• Develop tailored financial plans based on client needs
• Track investment trends to guide financial decisions
• Meet and exceed sales objectives through strategic planning
• Participate actively in community promotional events
Requirements:
• Bachelor’s degree in finance or related discipline
• At least eigh...