- Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients- Advise and assist members and clients in executing savings, investment and other 360° strategies- Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships- Offer premium support to members and clients- Carry out and follow up on strategies- Make recommendations to ensure member and client satisfaction and support business growth- Manage risk and compliance with practices and policies- Drum up recent business and develop the full potential of existing members and clients- Set goals and advise members and clients on the best strategies- Develop comprehensive 360° offerings based on member and client needs- Contribute to sales objectives through action plans based on the business plan- Stay up-to-date on market trends and best practices- Participate in promotional and public relations activities and maintain a presence in the business communityRequirements- Bachelor's degree in a related field- A minimum of six years of relevant experience- Other combinations of qualifications and relevant experience may be considered- Knowledge of French is requiredCore CompetenciesDemonstrates expertise in developing and maintaining business relationships with mass-affluent clients, advising on savings and investment strategies, and managing risk and compliance. Proficient in executing comprehensive 360° offerings tailored to client needs while contributing to sales objectives and staying informed on market trends.Highest-signal resume keywords- Client Relationship Management- Investment Strategy Development- Risk Management- Sales Objectives Achievement- Fluency in FrenchATS Optimization KeywordsHard Skills- Investment Strategies- Risk Management- Sales Planning- Market Trend Analysis- Client AdvisorySoft Skills- Communication- Relationship Building- Problem Solving- Goal SettingCertifications & Qualifications- Bachelor's DegreeIndustry Keywords- Wealth Management- Mass-Affluent Clients- 360° Strategies- Business Development- Compliance Practices#J-18808-Ljbffr

📌 Senior Wealth Advisor: 360° Strategy & Premium Service (L'Ancienne-Lorette)
🏢 Desjardins Group
📍 L'Ancienne-Lorette