Wealth Management Advisor

Desjardins Technology Group; Châteauguay; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance with telemedicine

Wellness reimbursement and telework

Job summary

Desjardins Technology Group is seeking a Wealth Management Advisor to build lasting relationships with members and clients, understand their financial needs, and offer suitable investment, loan and insurance solutions. You will work with affluent individuals and business owners, balancing client satisfaction with business objectives.

Required are a related degree, two years of experience, and AMF mutual fund certification, with strong French language skills.

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Key competencies include action oriented, customer focus, adaptability, interpersonal savvy.

Responsibilities

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

Skills

Client relationships

Interpersonal savvy

Drive results

Nimble learning

French language

Education

Bachelor's degree in a related field

Mutual fund certificate – AMF

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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 two years 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
• 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!