Senior Wealth Management Advisor

Desjardins

. Maintain high-quality personalized business relationships to maximize the potential of existing members and clients .

Posted 11/12/2026full-timeMascouche • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing personalized financial strategies and maintaining high-quality relationships with clients. Proficient in risk management and compliance, with a strong focus on business development and client satisfaction.

Highest-signal resume keywords

Bachelor's DegreeFinancial Planning StrategiesRisk ManagementBusiness DevelopmentBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial AnalysisMarket Trend MonitoringClient Relationship ManagementCompliance Management

Soft Skills

CommunicationInterpersonal SkillsAdvisory SkillsProblem-Solving

Industry Keywords

Wealth ManagementBusiness RelationshipsMass-Affluent ClientsPremium SupportPromotional Activities

About the role

Key responsibilities & impact

Maintain high-quality personalized business relationships to maximize the potential of existing members and clients
Analyze members' and clients' needs and formulate personalized advice and guidance for implementing investment and financial plan strategies
Recommend strategies and solutions to the senior advisor when developing plans
Monitor market movements and trends likely to influence members' and clients' investments
Participate in promotional activities including speaking events, information sessions and other special events
Serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients
Advise and assist members and clients in executing savings, investment, and other financial strategies using the 360° approach
Provide premium support and follow up on strategies
Make recommendations to ensure member and client satisfaction and support business growth
Ensure sound risk and compliance management and compliance with practices and policies
Carry out business development activities through regular contact with members, clients, and associates
Work closely with the senior wealth management advisor and maintain relationships with expert partners and colleagues

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of two six years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

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