Client-Focused Wealth Advisor & Strategy Partner

Desjardins; Richelieu; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance solutions. You’ll balance client satisfaction with business objectives and prudent risk management.

The role involves working with a client base of individuals and businesses, staying current on market trends, and participating in community outreach. Fluency in French is required.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• Minimum of one year of relevant experience.

Responsibilities

• Advise members and clients on strategies to achieve expected results.
• Manage relationships, assess satisfaction and service quality, follow up for improvements.
• Stay updated on financial services industry trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal skills

Client relationship building

Financial advisory

Education

Bachelor’s degree

Tools

Mutual fund knowledge

Financial planning

Job description

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance solutions. You’ll balance client satisfaction with business objectives and prudent risk management.

The role involves working with a client base of individuals and businesses, staying current on market trends, and participating in community outreach. Fluency in French is required.