Wealth Management Advisor

Desjardins Group; Laval; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Management Advisor to cultivate lasting relationships with clients and help them achieve their financial goals. In this dynamic role, you will leverage your expertise to provide tailored advice on investments, loans, and insurance products. Your ability to assess client satisfaction and manage business relationships will be key to driving results. This innovative firm offers a competitive salary, flexible vacation, and a robust benefits package, making it an ideal opportunity for those passionate about financial services and client success.

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 two years of relevant experience in wealth management.
• Knowledge of financial products and compliance legislation.

Responsibilities

• Develop and maintain trusting relationships with clients.
• Advise clients on financial strategies and products.
• Stay updated on market trends and financial services.

Skills

Interpersonal Skills

Customer Focus

Action Oriented

Nimble Learning

Drive Results

Education

Bachelor's degree in a related field

Tools

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 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:

1. Advise members and clients on the best strategies and work with them to identify expected results.
2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
3. Stay up-to-date on the financial services industry, market trends and best practices in your field.
4. Participate in outreach activities and represent the caisse in the community.

What we offer*

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

1. Bachelor's degree in a related field
2. A minimum of two years of relevant experience
3. Please note that other combinations of qualifications and relevant experience may be considered
4. Mutual fund representative certificate – Autorité des marchés financiers
5. Knowledge of French is required
6. Knowledge of current financial, economic, political and legislative events
7. Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
8. Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
9. 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
10. Knowledge of debt management
11. Knowledge of compliance with legislation respecting the distribution of financial products and services
12. Understanding of the philosophy and fundamentals of financial services cooperatives
13. Knowledge of policies, legislation and standards related to products and services offered by the caisse
14. Knowledge of the Desjardins business processes
15. Knowledge of service standards

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)

Unposting Date

2025-04-23