Premium Wealth Advisor — 360° Client Strategy

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

Job summary

A financial institution in Sherbrooke is seeking a Wealth Management Advisor to develop and maintain business relationships with clients. The ideal candidate will have a Bachelor's degree, at least six years of relevant experience, and a mutual fund representative certificate. Responsibilities include advising clients on financial strategies, monitoring market trends, and ensuring compliance with policies. This role includes a competitive salary, flexible vacation, and benefits based on eligibility criteria.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• A minimum of six years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Develop and maintain business relationships with clients.
• Advise and assist clients in executing financial strategies.
• Monitor stock market movements to inform investment strategies.
• Drive results while ensuring compliance with practices and policies.

Skills

Interpersonal Savvy

Effective Communication

Customer Focus

Action Oriented

Drive Results

Situational Adaptability

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A financial institution in Sherbrooke is seeking a Wealth Management Advisor to develop and maintain business relationships with clients. The ideal candidate will have a Bachelor's degree, at least six years of relevant experience, and a mutual fund representative certificate. Responsibilities include advising clients on financial strategies, monitoring market trends, and ensuring compliance with policies. This role includes a competitive salary, flexible vacation, and benefits based on eligibility criteria.