Senior Wealth Management Advisor

Desjardins

Senior Wealth Management Advisor managing and developing relationships with mass-affluent clients. Advising clients on financial strategies and ensuring compliance with risk management.

Posted 7/18/2026full-timeMascouche • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining personalized business relationships with mass-affluent clients, providing tailored investment and financial strategies. Proficient in analyzing client needs and market trends to deliver effective financial advice.

Highest-signal resume keywords

Bachelor's DegreeSix Years Relevant ExperienceInvestment Strategy DevelopmentClient Relationship ManagementFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment PlanningFinancial AnalysisMarket Trend AnalysisPersonalized Advice FormulationStrategy Recommendation

Soft Skills

CommunicationInterpersonal SkillsAdvisory Skills

Industry Keywords

Mass-Affluent ClientsSignature ServicePromotional ActivitiesClient EngagementFinancial Planning

About the role

Key responsibilities & impact

Help serve, solicit and 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
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
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