Client-Focused Wealth Advisor

Desjardins; Sainte-Marie; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Health and wellness reimbursement

Telework equipment

Eligibility-based benefits

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will work with individuals and business owners, balancing satisfaction with profitability and sound risk management.

You will advise on investments, loans and insurance, stay current on market trends, and participate in community outreach.

Qualifications

• Bachelor's degree in a related field.
• 1 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 identify expected results.
• Manage business relationships, assess 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 Desjardins in the community.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Financial advisory

Education

Bachelor's degree

Mutual fund representative certificate (AMF)

1 year of relevant experience

Job description

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will work with individuals and business owners, balancing satisfaction with profitability and sound risk management.

You will advise on investments, loans and insurance, stay current on market trends, and participate in community outreach.