Drive profitable wealth management growth in Ontario and Northwestern Quebec with business development leadership and high-net-worth client focus.
As Regional Manager at Desjardins, you’ll advance Private Wealth Management objectives across a territory spanning Ontario and Northwestern Quebec. You’ll coordinate with caisse, wealth management, business networks, Desjardins Business Centres, and strategic partners to expand services and visibility. Your leadership will support distinctive member/client experiences, talent development, and sound business practices.
Key Responsibilities: Develop and monitor regional business development plans
Accelerate growth for high-net-worth and ultra-high-net-worth clients
Strengthen relationships with regional Desjardins network partners
Apply standardized business development strategies and objectives
Encourage engagement in community activities and client events
Requirements: Related bachelor’s degree
At least nine years of relevant experience
CIRO registration as a Registered Representative
Designated Supervisor qualification through the IDSC
Advanced English and French knowledge for Quebec positions
Use strategic planning, relationship building, and wealth management leadership to advance Desjardins Private Wealth Management.