Senior Wealth Advisor for High-Net-Worth Clients

Desjardins; Estrie; On-site; CAD 80,000 - 105,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness,

Job summary

Desjardins is seeking a wealth management advisor to build lasting relationships with members and clients, listen to their needs, and offer tailored advice across investments, loans and insurance to help reach financial goals.

You will work with affluent individuals and business owners, balance member satisfaction with profitability, and collaborate with Desjardins partners to design integrated strategies that meet client needs.

Qualifications

• Bachelor's degree or related field required.
• Mutual fund representative certificate – AMF.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Two years of relevant experience or more.

Responsibilities

• Advise members and clients on strategies and identify expected results.
• Manage business relationships, assess satisfaction and service quality, follow up.
• Stay up-to-date on the financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Drive results

Customer Focus

Listening to needs

Financial guidance

Education

Bachelor's degree or related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a wealth management advisor to build lasting relationships with members and clients, listen to their needs, and offer tailored advice across investments, loans and insurance to help reach financial goals.

You will work with affluent individuals and business owners, balance member satisfaction with profitability, and collaborate with Desjardins partners to design integrated strategies that meet client needs.