Wealth Management Senior Advisor

Desjardins

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

Posted 11/10/2026full-timeJonquière • CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

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

Highest-signal resume keywords

Bachelor's DegreeSix Years Relevant ExperienceKnowledge Of FrenchRisk And Compliance ManagementBusiness Development Activities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial StrategiesInvestment PlanningMarket AnalysisClient Relationship ManagementPersonalized Advice

Soft Skills

CommunicationAdvisory SkillsProblem-SolvingCollaboration

Industry Keywords

Mass-AffluentWealth ManagementClient SatisfactionBusiness GrowthPromotional 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 savings, investment and financial strategies using the 360° approach
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
Conduct business development activities through regular contact with members, clients and their associates
Maintain high-quality personalized business relationships to maximize existing members' and clients' potential
Analyze needs and formulate personalized advice and guidance for investment and financial plan strategies
Recommend strategies and solutions to the senior advisor when developing plans
Monitor market movements and trends influencing members' and clients' investments
Participate in promotional activities, including speaking events, information sessions and other special events

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of 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