As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues.

You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach.



Competitive salary and annual bonus ~4 weeks of adaptable 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 ~ Bachelor's degree in a related field Financial planning designation Knowledge of French is required Customer Focus At Desjardins, we believe in equity, diversity and inclusion.

We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

📌 Wealth Management Senior Advisor (Montreal)
🏢 Desjardins
📍 Montreal