Client-Focused Wealth Advisor

Desjardins Technology Group; Quebec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health & wellness expense reimburse. &

Job summary

Desjardins is seeking a wealth management advisor to develop and maintain lasting relationships with members and clients. You will listen to needs, offer tailored advice, and help choose investments, loans, and insurance to meet financial goals.

You will work with diverse clients, collaborate with partners, and balance client satisfaction with business objectives and prudent risk management. Bilingual French required and flexible benefits apply.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of 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.

Education

Bachelor's degree in a related field

Job description

Desjardins is seeking a wealth management advisor to develop and maintain lasting relationships with members and clients. You will listen to needs, offer tailored advice, and help choose investments, loans, and insurance to meet financial goals.

You will work with diverse clients, collaborate with partners, and balance client satisfaction with business objectives and prudent risk management. Bilingual French required and flexible benefits apply.