Elevate financial success as a Senior Wealth Management Advisor with Desjardins. Guide mass-affluent clients through strategic savings and investment plans to achieve their individual goals.As a Senior Wealth Management Advisor, your role focuses on fostering relationships with Signature Service members and mass-affluent clients. Collaborating closely with senior advisors, you will offer tailored financial strategies and ensure client satisfaction. Interpersonal skills and proactive communication are essential for driving business growth while managing compliance and risk effectively.Key Responsibilities:
Develop recent business and deepen existing relationships
Advise clients on personalized strategies and goals




Create a comprehensive 360° offering for clients
Achieve sales objectives through targeted action plans
Actively participate in public relations and community presenceRequirements:
Bachelor’s degree in a related field
Minimum six years of relevant financial experience
Proficiency in French is mandatory
Customer-focused and action-oriented
Commitment to equity and diversity in serviceLeverage your expertise in financial advisory to foster relationships and drive success for Desjardins clients.#J-18808-Ljbffr

📌 Senior Wealth Management Advisor At Desjardins Quebec City
🏢 Desjardins Group
📍 Quebec City