Hybrid Wealth Advisor: Client Strategy & Growth

Desjardins Group; Acton Vale; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization in Canada is seeking a Wealth Management Advisor responsible for developing strong relationships with clients. The ideal candidate will provide tailored financial advice, stay abreast of market trends, and ensure exceptional client satisfaction. Key qualifications include a Bachelor's degree, relevant experience, and a Mutual fund representative certificate. This role offers competitive compensation, flexible vacation, and benefits to support work-life balance.

Benefits

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Understanding of financial services cooperatives.

Responsibilities

• Advise members and clients on strategies and expected results.
• Manage business relationships and assess service quality.
• Participate in outreach activities in the community.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services organization in Canada is seeking a Wealth Management Advisor responsible for developing strong relationships with clients. The ideal candidate will provide tailored financial advice, stay abreast of market trends, and ensure exceptional client satisfaction. Key qualifications include a Bachelor's degree, relevant experience, and a Mutual fund representative certificate. This role offers competitive compensation, flexible vacation, and benefits to support work-life balance.