Wealth Management Senior Advisor Sorel Tracy (Sorel-Tracy)

Wealth Management Senior Advisor Sorel Tracy (Sorel-Tracy)

10 Nov
|
Desjardins
|
Sorel-Tracy

10 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 versatile vacation starting in the first year
Defined advantage 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 (Sorel-Tracy)
🏢 Desjardins
📍 Sorel-Tracy

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