As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to: Solicit, develop and maintain a personalized business relationship with current or potential clients with a view to promoting and selling products and services. Manage accounts, serving as the link between members and clients and the Signature Service. Ensure that products and services are satisfactory, up to date, and used appropriately. Analyze any instances of dissatisfaction and recommend solutions. Identify and analyze client and member needs, develop client-specific solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients. Recommend strategies or solutions to reach objectives set by the Signature Service, such as increased sales volume, sound risk management, portfolio profitability and improved business relations. Watch for business development opportunities that would add a competitive edge to existing products and services. Carry out different promotional activities for the Service Signature. Take part in public relations activities and provide a presence in the business community. Carefully listen to members and clients to ensure their needs are met and they are completely satisfied. Be ready to grasp business opportunities, and where needed, make referrals to other professionals who can best meet member and client expectations. Abide by the policies, practices and standards in place, as well as the various legal frameworks regarding the distribution of financial products and services. 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, stable 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 Knowledge of French is required Financial planning certificate from the Autorité des marchés financiers (AMF) and a mutual fund representative certificate Awareness of financial, economic, political and legislative current events Individual markets, business leaders, and the caisse’s external environment Tax, financial and estate issues for individuals and business owners Familiarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition Notions of compliance with legislation respecting the distribution of financial products and services Good grasp of the philosophy and fundamentals of a financial services cooperative Policies, legislation and standards as they relate to caisse products and services Desjardins business processes Service standards Debt management Canadian securities course Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) 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) Unposting Date 2025-06-13 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!
