Wealth Management Senior Advisor
Desjardins Securities · desjardins.com
- Salaire
- Non indiqué
- Lieu
- Jonquière, QC
- Mode
- Hybride
- Type
- Temps plein
- Expérience
- 6+ ans
- Publié
- 10 novembre 2026
- Employeur
- Desjardins Securities
Détails
À propos de l’emploi
Temporary 12-month position As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premi
Responsabilités
- Maintenir des relations d'affaires personnalisées avec les membres et clients
- Analyser les besoins et formuler des conseils personnalisés
- Recommander des stratégies au conseiller principal
- Surveiller les tendances des marchés
Exigences
- Baccalauréat dans un domaine connexe
- Minimum de six ans d'expérience pertinente
- Connaissance du français requise
- Autres combinaisons de formation et d'expérience possibles