Wealth Management Senior Advisor - Remote

Overview

As a senior wealth management advisor at Signature Service Ontario, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals.

In Short

• Develop and manage business relationships with clients.
• Provide tailored financial advice and solutions.
• Implement a comprehensive 360° wealth management approach.
• Monitor stock market trends to inform investment strategies.
• Contribute to meeting sales objectives through action plans.
• Collaborate with a team of experts from various fields.
• Mentor and coach team members.
• Participate in promotional and public relations activities.
• Represent Desjardins in agreements with clients.
• Maintain a presence in the business community.

Requirements

• Bachelor's degree in a related field.
• Minimum of seven years of relevant experience.
• Mutual fund representative certificate from the Ontario Securities Commission.
• CIRO’s registration as Registered Representative.
• Knowledge of French is required.
• Strong communication and interpersonal skills.
• Proven ability to drive results.
• In-depth knowledge of financial products and services.
• Understanding of risk and compliance management.
• Ability to develop high-level financial strategies.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan for stable retirement income.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.
• Support for telework equipment.