Hybrid Wealth Management Advisor — Flexible Vacation

Desjardins Group; Northeastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major financial institution in Ontario is seeking a Wealth Management Advisor to develop lasting relationships with clients. The role involves advising individuals and business owners on investments and financial products while ensuring satisfaction and service quality. Ideal candidates will possess strong communication skills in English, French, and Spanish, along with a degree and relevant certification. This position offers competitive salary, bonuses, and benefits, with a hybrid work option.

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

• Minimum of one year of relevant experience required.
• Knowledge of current financial and economic events.
• Understanding of compliance with financial legislation.

Responsibilities

• Advise clients on strategies to meet their financial goals.
• Manage and assess client satisfaction and service quality.
• Participate in community outreach activities.

Skills

Strong communication skills in English

Strong communication skills in French

Strong communication skills in Spanish

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A major financial institution in Ontario is seeking a Wealth Management Advisor to develop lasting relationships with clients. The role involves advising individuals and business owners on investments and financial products while ensuring satisfaction and service quality. Ideal candidates will possess strong communication skills in English, French, and Spanish, along with a degree and relevant certification. This position offers competitive salary, bonuses, and benefits, with a hybrid work option.