Wealth Management Advisor

Desjardins Group; Hawkesbury; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider in Prescott and Russell Counties is seeking a Wealth Management Advisor to develop lasting relationships with clients and offer tailored financial advice. The ideal candidate will have a bachelor's degree, relevant experience, and bilingual proficiency in French and English. The role includes a competitive salary, a defined benefit pension plan, and flexible vacation options.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of three years of relevant experience.
• Mutual fund representative certificate from the Ontario Securities Commission.
• Proficiency in French and English is required.

Responsibilities

• Advise members and clients on best financial strategies.
• Manage business relationships and assess client satisfaction.
• Participate in outreach and represent the caisse in the community.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

As a wealth management advisor at Desjardins Ontario Credit Union, 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 three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate from the Ontario Securities Commission
• Proficiency of French and English is required
• Knowledge of current financial, economic, political and legislative events
• Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
• Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
• Knowledge of compliance with legislation respecting the distribution of financial products and services
• Available to work one evening per week

• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

#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)