Client Wealth Advisor (Hybrid) - Flexible PTO & Benefits

Relevance; Sainte-Marie; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting—

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins is seeking a personal finance advisor who builds lasting client relationships and offers tailored investment, loan, and insurance guidance. You will listen to members’ needs, propose suitable solutions, and collaborate with partners to design integrated strategies that meet members’ financial goals.

You will work with individual members and businesses, balancing client satisfaction with business profitability and prudent risk management, while participating in outreach to the

Qualifications

• Bachelor's degree in a related field.
• 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

Skills

Customer service

Financial advisory

Interpersonal savvy

Sales

Education

Bachelor's degree in a related field

Job description

Desjardins is seeking a personal finance advisor who builds lasting client relationships and offers tailored investment, loan, and insurance guidance. You will listen to members’ needs, propose suitable solutions, and collaborate with partners to design integrated strategies that meet members’ financial goals.

You will work with individual members and businesses, balancing client satisfaction with business profitability and prudent risk management, while participating in outreach to the