Hybrid Wealth Advisor for Affluent Clients

Desjardins Group; Saint-Raymond; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A financial services organization in Quebec is seeking a Wealth Management Advisor to develop and maintain relationships with affluent clients. This role involves advising clients on financial strategies and managing relationships to ensure satisfaction. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and at least two years of relevant experience. The position offers benefits like a competitive salary, flexible vacation, and a pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on the best strategies.
• Manage business relationships and assess member/client satisfaction.
• Stay up-to-date on industry and market trends.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A financial services organization in Quebec is seeking a Wealth Management Advisor to develop and maintain relationships with affluent clients. This role involves advising clients on financial strategies and managing relationships to ensure satisfaction. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and at least two years of relevant experience. The position offers benefits like a competitive salary, flexible vacation, and a pension plan.