Wealth Management Advisor

Desjardins; Amqui; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation 4 weeks

Pension plan

Group insurance (telemedicine)

Health & wellness reimbursement

Telework equipment

Job summary

Desjardins is seeking a wealth management advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will balance client satisfaction with profitability and risk, collaborating with partners to design integrated strategies.

The role emphasizes advising on investments, loans and insurance while staying current with market trends and Desjardins processes, within a supportive community-focused caisse.

Qualifications

• Bachelor's degree in a related field is required.
• At least one year of relevant experience is required.
• Mutual fund representative certificate is required or considered.
• Knowledge of French is required and knowledge of current financial events is expected.
• Knowledge of tax, financial and succession issues for individuals and businesses is expected.

Responsibilities

• Advise members and clients on strategies and identify expected results.
• Manage relationships, assess satisfaction, and identify improvements.
• Stay up-to-date on financial industry trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Customer Focus

Drive results

Nimble learning

Action oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

• 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.

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 one year of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• 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 aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
• Knowledge of debt management
• Knowledge of compliance with legislation respecting the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of policies, legislation and standards related to products and services offered by the caisse
• Knowledge of the Desjardins business processes
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

CAISSE VALLÉE DE LA MATAPÉDIA (60010 / Conv_Col_00047) (2017-11-20 - )

Job Family

Member/client sales and service (FG)