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Senior Wealth Management Advisor
DesjardinsSenior Wealth Management Advisor helping clients execute financial strategies through personalized advice. Building and maintaining business relationships in a hybrid work environment based in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analyzing client needs and formulating personalized investment strategies while maintaining high-quality business relationships. Proficient in monitoring market trends and providing strategic recommendations to enhance client financial plans.
Highest-signal resume keywords
Bachelor's DegreeSix Years Of Relevant ExperienceInvestment Strategy DevelopmentClient Relationship ManagementFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment AnalysisFinancial PlanningMarket Trend MonitoringPersonalized Advice Formulation
Soft Skills
Interpersonal CommunicationPublic Speaking
Industry Keywords
Client EngagementPromotional ActivitiesFinancial Solutions
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
- 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