Senior Wealth Advisor for Affluent Clients

Desjardins Group; Manitoba; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading financial services firm in Manitoba is looking for a Wealth Management Advisor to foster trusting relationships with clients and advise them on their financial goals. You will manage client satisfaction, develop strategies, and act as an expert in savings and investments. A Bachelor's degree, relevant experience, and proficiency in French and English are required. This role includes a competitive salary, flexible vacation, and benefits like a pension plan and group insurance.

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

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Intermediate advanced proficiency in English.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay updated on market trends and best practices.
• Participate in outreach activities within the community.

Skills

Interpersonal savvy

Action oriented

Customer Focus

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services firm in Manitoba is looking for a Wealth Management Advisor to foster trusting relationships with clients and advise them on their financial goals. You will manage client satisfaction, develop strategies, and act as an expert in savings and investments. A Bachelor's degree, relevant experience, and proficiency in French and English are required. This role includes a competitive salary, flexible vacation, and benefits like a pension plan and group insurance.