Affluent Finance & Wealth Advisor

Desjardins Group; Quebec; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting在

Defined benefit pension plan that提供s

Group insurance including telemedicine

Reimbursement of health and wellness e

Job summary

Desjardins Group in Canada seeks a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering advice that aligns with their financial goals.

You will drive results by recommending loans, insurance and wealth solutions, balance client satisfaction with prudent risk management, and collaborate with partners to design integrated strategies across the organization. Proficiency in French is required.

Qualifications

• Bachelor's degree in a related field required.
• Mutual fund representative certificate – Autorité des marchés financiers required.
• Fluency in French is required.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal savvy

Drive for results

Customer focus

Nimble learning

Equity, Diversity, Inclusion and...

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group in Canada seeks a Personal Finance Advisor to build lasting relationships with members and clients, listening to needs and offering advice that aligns with their financial goals.

You will drive results by recommending loans, insurance and wealth solutions, balance client satisfaction with prudent risk management, and collaborate with partners to design integrated strategies across the organization. Proficiency in French is required.