Senior Wealth Management Advisor

Serve Signature Service clients through wealth management advising, financial planning, and investment strategies in a hybrid work model. Build trusted relationships supporting their goals.

As a senior wealth management advisor at Desjardins, you serve mass-affluent members and clients while developing business relationships. You use the 360° approach across savings and investments, supporting established plans and personal goals. Close communication with expert partners and colleagues strengthens client service and business development.

Key Responsibilities:

• Serve, solicit, and develop client business relationships
• Advise clients on savings and investment strategies
• Assist clients in executing established financial plans
• Provide premium support and follow up on strategies
• Ensure risk, compliance, and policy adherence

Requirements:

• Bachelor's degree in a related field
• Minimum six years of relevant experience
• CIRO registration as a registered representative
• Financial planning designation
• French language knowledge and mutual fund certification

Bring senior wealth management, financial planning, and relationship development expertise to Desjardins and its Signature Service clients.