Wealth Management Senior Advisor (Sorel-Tracy)

Wealth Management Senior Advisor (Sorel-Tracy)

08 Nov
|
Desjardins
|
Sorel-Tracy

08 Nov

Desjardins

Sorel-Tracy

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.

Required

What we offer*

- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, secure income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.

What You Bring To The Table

- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Registration with the CIRO as a registered representative
- Financial planning designation
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required

Action oriented, Communicates effectively,



Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

📌 Wealth Management Senior Advisor (Sorel-Tracy)
🏢 Desjardins
📍 Sorel-Tracy

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth management senior advisor (sorel-tracy) / sorel-tracy

Subscribe to this job alert:

Get the latest job offers by email for: wealth management senior advisor (sorel-tracy) / sorel-tracy