Hybrid Wealth Management Advisor — Flexible Vacation

Desjardins Group; Temiskaming Shores; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Temiskaming Shores is seeking a Wealth Management Advisor to develop lasting relationships with clients, offer tailored financial solutions, and stay informed about market trends. Ideal candidates will possess a bachelor's degree and a mutual fund representative certificate, with strong communication skills in multiple languages. Competitive salary, flexible vacations, and pension plan are offered.

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 in financial services.
• Specialized knowledge of tax, financial, and succession issues.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess service quality.
• Stay updated on financial services industry and market trends.
• Participate in outreach activities in the community.

Skills

Interpersonal savvy

Customer focus

Action oriented

Strong communication skills in French, English, and Spanish

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services firm in Temiskaming Shores is seeking a Wealth Management Advisor to develop lasting relationships with clients, offer tailored financial solutions, and stay informed about market trends. Ideal candidates will possess a bachelor's degree and a mutual fund representative certificate, with strong communication skills in multiple languages. Competitive salary, flexible vacations, and pension plan are offered.