Strategic Wealth Advisor & Client Relations

Desjardins; Pont-Rouge; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Benefits apply based on eligibility

Job summary

Desjardins in Canada seeks a wealth management advisor to develop and maintain lasting client relationships, listen to members’ and clients’ needs, and provide tailored advice across investments, loans, and insurance products. The role focuses on trust, profitability, and prudent risk management within a client base of individuals and business owners.

The successful candidate will stay current on market trends, collaborate with partners and Desjardins network teams, and participate in community

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Specialized knowledge of tax, financial and succession issues for individuals and businesses.
• Knowledge of all products and services offered by caisse and Desjardins components and networks.
• Knowledge of debt management.
• Knowledge of compliance with legislation respecting the distribution of financial products and services.
• Understanding of Desjardins processes and cooperative philosophy.

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

Drive Results

Client Relationship Mgmt

Financial Knowledge

Compliance Awareness

Education

Bachelor's degree

Mutual fund representative certificate

Job description

Desjardins in Canada seeks a wealth management advisor to develop and maintain lasting client relationships, listen to members’ and clients’ needs, and provide tailored advice across investments, loans, and insurance products. The role focuses on trust, profitability, and prudent risk management within a client base of individuals and business owners.

The successful candidate will stay current on market trends, collaborate with partners and Desjardins network teams, and participate in community