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For Companies At a Glance
- Tasks: Develop and manage relationships while providing tailored financial strategies to clients.
- Company: Join Desjardins, a leader in wealth management with a commitment to client success.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and health reimbursements.
- Why this job: Be part of a dynamic team, mentor others, and make a real impact on clients' lives.
- Qualifications: Bachelor's degree and 7 years of experience required; French proficiency is a must.
- Other info: Hybrid work model available, fostering a balance between work and life.
The predicted salary is between 43200 - 72000 £ per year.
As a senior wealth management advisor at , 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. You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support. As a business relationship leader, you develop high-level financial strategies. You work closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and communication skills are therefore essential. You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs. Your work and initiatives require extensive, in-depth knowledge of your line of business and cross-sector, detailed understanding of the organization. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. You serve as an expert in your line of work, mentoring and coaching members of your team. More specifically, you will be required to:
- 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 a comprehensive 360° offering based on member and client needs.
- Actively contribute to meeting sales objectives by developing action plans based on the business plan.
- Monitor stock market movements and trends likely to influence investments.
- Stay up-to-date on market trends and best practices in your field.
- Play an active role in promotional and public relations activities and maintain a presence in the business community.
What we offer*
- 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
*
What you bring to the table
- Bachelor\’s degree in a related field
- A minimum of seven years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate from the Ontario Securities Commission
- CIRO’s registration as Registered Representative
- Knowledge of French is required
Communicates effectively, Drive results, Interpersonal Savvy
#LI-Hybrid
Trade Union (If applicable)
#J-18808-Ljbffr
Wealth Management Senior Advisor employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Senior Advisor
✨Tip Number 1
Network actively within the wealth management community. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships in this field is crucial, as referrals can significantly boost your client base.
✨Tip Number 2
Stay informed about the latest market trends and investment strategies. Subscribe to financial news outlets and join relevant online forums. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Develop your interpersonal skills by engaging in active listening and effective communication. Practice these skills in everyday conversations to ensure you can connect with high-income earners and business owners, understanding their unique needs and concerns.
✨Tip Number 4
Consider obtaining additional certifications or training related to wealth management. This not only enhances your qualifications but also shows potential employers that you are dedicated to your professional development and capable of providing expert advice.
We think you need these skills to ace Wealth Management Senior Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client relationship building. Use specific examples that demonstrate your ability to develop personalised strategies and provide tailored advice.
Craft a Compelling Cover Letter: In your cover letter, emphasise your interpersonal skills and communication abilities. Discuss how your experience aligns with the role's requirements, particularly your expertise in managing high-income clients and complex financial needs.
Showcase Your Knowledge: Demonstrate your understanding of market trends and investment strategies in your application. Mention any relevant certifications or training, such as your mutual fund representative certificate, to reinforce your qualifications.
Highlight Team Collaboration: Since the role involves working closely with a team of professionals, include examples of successful collaborations in your application. This will show your ability to work within a team to implement comprehensive wealth management strategies.
How to prepare for a job interview at Desjardins
✨Showcase Your Expertise
As a Wealth Management Senior Advisor, it's crucial to demonstrate your in-depth knowledge of financial strategies and market trends. Prepare to discuss specific examples of how you've successfully advised clients in the past, highlighting your ability to tailor solutions to meet their unique needs.
✨Emphasise Interpersonal Skills
Given the importance of communication in this role, be ready to showcase your interpersonal savvy. Share experiences where you've built strong relationships with clients or colleagues, and explain how these skills have contributed to successful outcomes.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about potential challenges you might face in managing client relationships or developing financial strategies, and prepare thoughtful responses that demonstrate your analytical thinking.
✨Research the Company and Its Values
Familiarise yourself with the company's mission, values, and recent developments in the wealth management sector. This knowledge will not only help you align your answers with the company's goals but also show your genuine interest in becoming part of their team.
