Wealth Management Advisor

Desjardins Group; Amos; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Une entreprise de premier plan dans le secteur des services financiers recherche un conseiller en gestion de patrimoine passionné. Dans ce rôle, vous serez responsable de l'établissement et du maintien de relations d'affaires solides avec des clients privilégiés, en offrant des conseils financiers personnalisés pour les aider à atteindre leurs objectifs. Vous collaborerez étroitement avec des experts et des partenaires pour fournir un soutien de premier ordre, tout en surveillant les tendances du marché. Ce poste offre une opportunité de croissance professionnelle dans un environnement dynamique et inclusif, où vos compétences en communication et votre sens des affaires seront valorisés. Rejoignez-nous pour faire une différence significative dans la vie de nos clients.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum de six ans d'expérience pertinente.
• Inscription CIRO en tant que représentant enregistré.

Responsibilities

• Maintenir des relations d'affaires personnalisées de haute qualité.
• Analyser les besoins des membres et formuler des conseils personnalisés.
• Surveiller les mouvements du marché et les tendances.

Skills

Compétences en communication

Analyse des besoins

Développement des affaires

Gestion des risques

Education

Baccalauréat dans un domaine connexe

Tools

Outils de planification financière

Logiciels de gestion de la relation client

Job description

As a wealth management advisor, you help serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to:

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.

• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.

• Recommend strategies and solutions to the senior advisor when developing plans.

• Monitor market movements and trends likely to influence members’ and clients’ investments.

• Take part in a range of promotional activities including speaking events, information sessions, and other special events.

What we offer*

• Competitive salary and annual bonus.

• 4 weeks of flexible vacation starting in the first year.

• Defined benefit pension plan that provides predictable, stable income throughout retirement.

• Group insurance including telemedicine.

• Reimbursement of health and wellness expenses and telework equipment.

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field.

• A minimum of six years of relevant experience.

• Please note that other combinations of qualifications and relevant experience may be considered.

• CIRO’s registration as Registered Representative - Undefined issuing entity.

• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members, and/or clients.

Communicates effectively, Drives results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients, and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-04-28