Senior Wealth Management Advisor

Desjardins

Senior Wealth Management Advisor serving mass-affluent clients through savings, investment, and 360° financial strategies. Supporting business growth, sales objectives, and compliant wealth management at Desjardins.

Posted 8/19/2026full-timeQuébec City • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships with mass-affluent clients, advising on savings and investment strategies, and managing risk and compliance. Proficient in executing comprehensive 360° offerings tailored to client needs while contributing to sales objectives and staying informed on market trends.

Highest-signal resume keywords

Client Relationship ManagementInvestment Strategy DevelopmentRisk ManagementSales Objectives AchievementFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesRisk ManagementSales PlanningMarket Trend AnalysisClient Advisory

Soft Skills

CommunicationRelationship BuildingProblem SolvingGoal Setting

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Wealth ManagementMass-Affluent Clients360° StrategiesBusiness DevelopmentCompliance Practices

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 other 360° strategies
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
Manage risk and compliance with practices and policies
Drum up new business and develop the full potential of existing members and clients
Set goals and advise members and clients on the best strategies
Develop comprehensive 360° offerings based on member and client needs
Contribute to sales objectives through action plans based on the business plan
Stay up-to-date on market trends and best practices
Participate in promotional and public relations activities and maintain a presence in the business community

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