Strategic Wealth Advisor for Client Growth

Desjardins; Saint-Ambroise-de-Kildare; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Four weeks flexible vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help select investments, loans and insurance to meet goals.

You'll work with individual members and business owners, balancing client satisfaction with profitability and prudent risk management, while collaborating with partners to design integrated strategies.

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

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.

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. You will listen to needs, offer tailored financial advice, and help select investments, loans and insurance to meet goals.

You'll work with individual members and business owners, balancing client satisfaction with profitability and prudent risk management, while collaborating with partners to design integrated strategies.