Excel as a Senior Advisor in Wealth Management with Desjardins, focusing on delivering strategic financial solutions to mass-affluent clients and members.In this senior position, you'll implement the 360° approach, advising clients on savings and investment strategies aligned with their specific financial goals. Your exceptional communication abilities will be instrumental in establishing and maintaining loyal relationships, making recommendations that drive client satisfaction while adhering to compliance standards.Key Responsibilities:
- Develop business relationships with affluent clients
- Provide strategies for savings and investments
- Collaborate with senior advisors and partners
- Ensure compliance in operations and client dealings
- Engage in business development activities with clientsRequirements:
- Bachelor’s degree in a related field
- Minimum of six years of relevant experience
- CIRO registration as a representative required
- Financial planning designation mandatory
- Fluency in French is a mustUse your advisory skills to enhance financial success for Desjardins’ valued clients.#J-18808-Ljbffr

📌 Senior Advisor In Wealth Management (Mascouche)
🏢 Desjardins
📍 Mascouche