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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strategic leadership in driving sustainable growth within Private Wealth Management, ensuring compliance with regulatory requirements while enhancing client experiences and developing talent across teams.
Highest-signal resume keywords
Strategic LeadershipBusiness DevelopmentCompliance ManagementClient Experience EnhancementTalent Development
About the role
Key responsibilities & impact- Provide strategic leadership to drive sustainable, profitable growth for Private Wealth Management in Ontario and Northwestern Quebec
- Serve as the primary representative of Private Wealth Management in the region
- Strengthen positioning and visibility with caisses, Desjardins Business Centres, specialized networks and strategic partners
- Drive profitable growth and increase Private Wealth Management’s contribution across the wealth management continuum
- Ensure achievement of business objectives, business development and sound business practices throughout the region
- Engage teams and partners to accelerate business development and expand services for high-net-worth and ultra-high-net-worth members and clients
- Deliver a distinctive member/client experience
- Shape evolving business practices, develop talent and advance strategic priorities at a divisional level
- Ensure compliance with legal and regulatory requirements, the Desjardins Securities Code of Ethics and organizational policies and governance frameworks
- Execute the regional coordinated business development plan in partnership with Desjardins teams
- Standardize business practices, business development strategies and performance objectives
- Maintain relationships with regional players to build partnerships supporting business development objectives
- Draw up and monitor a regional business development plan
- Promote Desjardins’s wealth management sector as a regional community ambassador
- Implement regional management practices to foster engagement and participation in community activities and social events
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of nine years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Registered with the Canadian Investment Regulatory Organization (CIRO) as: Registered Representative (Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE))
- Designated Supervisor: Investment Dealer Supervisors Course (IDSC)
- Knowledge of French is required for positions in Quebec
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented, Customer Focus, Decision quality, Develops talent, Differences, Drive results, Engagement, Nimble learning, Teams
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Development StrategiesRegulatory ComplianceInvestment Dealer Supervisors CourseCanadian Investment Regulatory ExamRetail Securities Exam
Soft Skills
Action OrientedCustomer FocusDecision QualityEngagementNimble Learning
Certifications & Qualifications
Registered RepresentativeDesignated Supervisor
Industry Keywords
Private Wealth ManagementHigh-Net-Worth ClientsUltra-High-Net-Worth ClientsDesjardins Business CentresCommunity Engagement