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Senior Wealth Management Advisor
DesjardinsSenior Wealth Management Advisor maintaining client relationships and advising on strategies in Canada. Collaborating with teams to drive financial and personal goals for clients.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in maintaining personalized business relationships and providing tailored financial advice, with a strong focus on investment strategies and market analysis. Proficient in engaging with clients through promotional activities and events.
Highest-signal resume keywords
Bachelor's DegreeRegistered RepresentativeInvestment StrategiesMarket AnalysisFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AnalysisClient Needs AssessmentStrategy DevelopmentMarket Trend Monitoring
Soft Skills
Relationship ManagementCommunicationAdvisory SkillsPresentation Skills
Certifications & Qualifications
OCRI Registration
Industry Keywords
Financial ServicesInvestment ManagementClient EngagementPromotional Activities
About the role
Key responsibilities & impact- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients
- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of 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
- Take part in a range of 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
- Registered or eligible for registration with the OCRI as a Registered Representative
- 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