Strategic Wealth Advisor

Desjardins; Terrebonne; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listen to their needs, and recommend investments, loans and insurance products that fit their financial goals.

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

Qualifications

• Bachelor’s degree or equivalent in a related field.
• Mutual fund representative certificate required (AMF).
• Knowledge of current financial, economic, political and legislative events.
• Specialized knowledge of tax, financial and succession issues for individuals and businesses.

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 savvy

Customer focus

Drive results

Adaptability

Persuades

Education

Bachelor’s degree in a 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 recommend investments, loans and insurance products that fit their financial goals.

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