Senior Wealth Management Advisor Opportunity

Join Desjardins as a Senior Wealth Management Advisor, dedicated to serving and developing mass-affluent client relationships. Employ your financial planning expertise to help clients realize their financial aspirations.
This role requires you to partner with existing senior advisors and maintain strong relationships with clients while offering strategic advice in areas like savings and investments. Your interpersonal adeptness will be crucial in ensuring member and client satisfaction, as you focus on business growth through a proactive service approach.
Key Responsibilities:
• Cultivate strong business relationships with clients
• Recommend strategies for effective savings and investments
• Collaborate with senior advisors for relationship management
• Follow up on client interactions to ensure satisfaction
• Promote the 360 approach through business development
Requirements:
• Relevant bachelor's degree required
• Six years of experience minimum
• CI...