Wealth Management Advisor

Desjardins; Mascouche; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

4 weeks of vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Mascouche, Canada is seeking a wealth management advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial guidance across investments, loans, and insurance.

You will work with affluent individuals and business owners, stay informed on market trends, and represent Desjardins in the community while delivering high-quality service and prudent risk management.

Qualifications

• Bachelor's degree in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Please note that other combinations of qualifications and relevant experience may be considered.

Responsibilities

• 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 Desjardins in the community.

Skills

Drive results

Interpersonal Savvy

Education

Bachelor's degree

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
• Knowledge of French is requiredDrive results, Interpersonal Savvy

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!

Desjardins is North America's largest cooperative financial group, offering a wide range of services while maintaining high capital ratios and recognition for employer excellence.

Banking Credit Intermediation Financial Services

Company size 10,001+ employees

Company type Privately held

Total funding 0

Momentum

Team growth

3% in 12 mo

43,941 employees on LinkedIn

Employee experience

What it’s like inside

4.0

4,559 reviews

84% would recommend

Culture & values

Culture & values 4.1

Work-life balance

Work-life balance 4.2

Career opportunities

Career opportunities 3.9

Compensation & benefits 4.0

Capital

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