Remote Wealth Management Advisor — Client Growth & Strategy

Desjardins Group; Capitale-Nationale; On-site; CAD 65,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

Vacation 4 weeks

Pension plan

Group insurance

Telework equipment

Wellness reimbursement

Telemedicine

Job summary

Desjardins Group in Quebec seeks a wealth management advisor to build lasting relationships with members and clients, listening to their financial needs and offering tailored advice across investments, loans and insurance.

You will work with individuals and business owners, balancing growth with prudent risk management while collaborating with partners to design integrated strategies that meet client goals.

Qualifications

• Bachelor's degree in a related field is required.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate is required.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Understanding of tax, financial and succession planning for individuals and businesses.
• Familiarity with caisse Desjardins products and processes.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal skills

Drive results

French language

Client relationship management

Education

Bachelor's degree in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group in Quebec seeks a wealth management advisor to build lasting relationships with members and clients, listening to their financial needs and offering tailored advice across investments, loans and insurance.

You will work with individuals and business owners, balancing growth with prudent risk management while collaborating with partners to design integrated strategies that meet client goals.