Wealth Management Advisor

Desjardins Group; Chaudière-Appalaches; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Health & wellness expenses reimburse.

Telework equipment reimbursement

Job summary

Desjardins Group is seeking a wealth management advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will work with individuals and business owners, balancing satisfaction, profitability, and prudent risk management, while collaborating with partners to design integrated strategies.

The role emphasizes staying current with market trends and engaging in community outreach as the caisse represents Desjardins in the

Qualifications

• Bachelor's degree in a related field
• Minimum of one year of relevant experience
• 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 Desjardins products/services and business processes
• Knowledge of debt management
• Knowledge of compliance with financial product distribution laws
• Understanding of financial services co-ops principles
• Knowledge of Desjardins policies and standards

Responsibilities

• Develop and maintain lasting relationships with members and clients
• Listen to needs and advise on suitable financial solutions
• Balance client satisfaction with business objectives and prudent risk management
• Work with partners to design integrated strategies for members and clients
• Represent Desjardins in community outreach and recruitment processes

Skills

Interpersonal savvy

Customer focus

Drive results

Action oriented

Nimble learning

Diversity & inclusion

Education

Bachelor's degree in a related field

Mutual fund representative 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 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

What we bring to the table

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• 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

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)

Job Family Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.