Strategic Wealth Advisor: Grow Client Wealth & Trust

Desjardins; Canada; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins Group in Canada is looking for a Wealth Management Advisor who builds trusted relationships with members and clients, listens to their financial needs and offers tailored investment, loan and insurance solutions.

You will work with individuals and business owners, balance client satisfaction with profitability and prudent risk management, collaborate with partners to design integrated strategies, and engage in community outreach on behalf of Desjardins.

Qualifications

• Bachelor's degree in a related field is required.
• Mutual fund representative certificate – AMF is considered.
• French language knowledge 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.

Skills

Client relationships

Financial advisory

Interpersonal savvy

Goal-oriented

Education

Bachelor's degree in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Group in Canada is looking for a Wealth Management Advisor who builds trusted relationships with members and clients, listens to their financial needs and offers tailored investment, loan and insurance solutions.

You will work with individuals and business owners, balance client satisfaction with profitability and prudent risk management, collaborate with partners to design integrated strategies, and engage in community outreach on behalf of Desjardins.