Regional Private Wealth Management Director (Ontario)

Regional Private Wealth Management Director (Ontario)

29 Oct
|
Desjardins
|
Ontario

29 Oct

Desjardins

Ontario

Lead Private Wealth Management growth across Ontario and Northwestern Quebec through strategic leadership, business development, and robust regional partnerships.
As Regional Manager, you’ll represent Private Wealth Management across the territory and influence caisses, Desjardins Business Centres, specialized networks, and strategic partners. You’ll drive profitable growth, expand services for high-net-worth and ultra-high-net-worth clients, and strengthen the member/client experience. The position also supports talent development, evolving business practices, and divisional strategic priorities.
Key Responsibilities: Execute the coordinated regional Private Wealth Management business development plan
Standardize regional business practices, strategies, and performance objectives




Build partnerships with caisses and wealth management networks
Monitor plans addressing regional priorities, challenges, and objectives
Promote Desjardins wealth management throughout the regional community
Requirements: Bachelor’s degree in a related field
Minimum nine years of relevant experience
CIRO Registered Representative registration with CIRE and RSE
Investment Dealer Supervisors Course designation
Advanced English; French required for Quebec positions
Bring regional leadership, profitable growth, partnership development, and wealth management expertise to Desjardins.

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📌 Regional Private Wealth Management Director (Ontario)
🏢 Desjardins
📍 Ontario

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