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 clientsProvide strategies for savings and investmentsCollaborate with senior advisors and partnersEnsure compliance in operations and client dealingsEngage in business development activities with clientsRequirements:Bachelor's degree in a related fieldMinimum of six years of relevant experienceCIRO registration as a representative requiredFinancial planning designation mandatoryFluency in French is a mustUse your advisory skills to enhance financial success for Desjardins' valued clients.#J-18808-Ljbffr

📌 Senior Advisor In Wealth Management (Côte Saint-Luc)
🏢 Desjardins
📍 Côte Saint-Luc