Senior Wealth Management Advisor

Desjardins

. Serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients .

Posted 11/12/2026full-timeMascouche • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining personalized business relationships with clients, providing tailored investment and financial strategies while ensuring compliance with risk management practices. Proficient in analyzing client needs and market trends to support business growth and client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementInvestment Strategy DevelopmentRisk Management ComplianceMarket AnalysisBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFinancial PlanningMarket Trend AnalysisRisk ManagementClient Needs Assessment

Soft Skills

CommunicationAdvisory SkillsProblem SolvingCollaborationCustomer Service

Industry Keywords

Wealth ManagementMass-Affluent ClientsBusiness DevelopmentClient SatisfactionPromotional Activities

About the role

Key responsibilities & impact

Serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients
Advise and assist members and clients in executing strategies using the 360° approach, including savings and investments
Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
Offer premium support to members and clients
Carry out 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
Maintain personalized business relationships to maximize existing members' and clients' potential
Analyze member and client needs and formulate personalized advice for investment and financial plan strategies
Recommend strategies and solutions to the senior advisor when developing plans
Monitor market movements and trends influencing investments
Participate in promotional activities, including speaking events, information sessions, and special events

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