Wealth Management Advisor

Desjardins Group; Manitoba; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading financial services firm in Manitoba is looking for a Wealth Management Advisor to foster trusting relationships with clients and advise them on their financial goals. You will manage client satisfaction, develop strategies, and act as an expert in savings and investments. A Bachelor's degree, relevant experience, and proficiency in French and English are required. This role includes a competitive salary, flexible vacation, and benefits like a pension plan and group insurance.

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

• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Intermediate advanced proficiency in English.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay updated on market trends and best practices.
• Participate in outreach activities within the community.

Skills

Interpersonal savvy

Action oriented

Customer Focus

Nimble learning

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 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
• Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
• 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 compliance with legislation respecting the distribution of financial products and services
• Knowledge of policies, legislation and standards related to products and services offered by the caisse
• Available to work one evening per week, until 8pm

Action oriented, Customer Focus, Differences, Nimble learning

Trade Union (If applicable)

CAISSE D'ÉCONOMIE DES TRAVAILLEURS UNIS (92154 / Conv_Col_00104) (2019-04-01 - )

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)