Drive client success as a Senior Wealth Management Advisor with Signature Service Group Caisses at Desjardins. Provide expert advice tailored for affluent clients to navigate their financial journeys effectively.
In this influential position, you will focus on building and solidifying relationships with high-income earners while proactively seeking out new client opportunities. You are expected to implement customized financial strategies through a comprehensive 360° approach, collaborating with a team of specialists across various fields. Your communication prowess will support client satisfaction while maintaining rigorous compliance with all regulations.
Key Responsibilities:
• Develop strategies for new and existing clients
• Guide clients through tailored financial planning
• Monitor market conditions to inform investment decisions
• Engage with the business community for promotions
• Implement necessary compliance and risk management protocols
Requirements...