Premium Wealth Advisor - 360° Planning for High Earners

Desjardins; Victoria; On-site; CAD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins in Victoria, BC seeks a Wealth Management Advisor to serve affluent Signature Service members and clients, developing personalized strategies and tailored advice for 360° wealth management including investments and banking offers.

You will work with a team of professionals, maintain relationships with high-income professionals and business owners, and help clients reach financial goals while balancing risk, compliance and delivery of the Desjardins business model.

Qualifications

• Bachelor's degree in a related field.
• Minimum of four years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Develop a comprehensive 360° offering based on member and client needs.
• Actively contribute to meeting sales objectives by developing action plans based on the business plan.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public relations activities and maintain a presence in the business community.

Skills

Relationship building

Interpersonal savvy

Communication skills

Sales planning

Education

Bachelor's degree

Mutual fund certificate – Autorité des marchés financiers

Job description

Desjardins in Victoria, BC seeks a Wealth Management Advisor to serve affluent Signature Service members and clients, developing personalized strategies and tailored advice for 360° wealth management including investments and banking offers.

You will work with a team of professionals, maintain relationships with high-income professionals and business owners, and help clients reach financial goals while balancing risk, compliance and delivery of the Desjardins business model.