Wealth Management Advisor

Desjardins Group; Montérégie; Hybrid; CAD 60,000 - 95,000; Full time

Benefits offered by this job

4 weeks vacation

Pension plan

Group insurance

Telework equipment reimbursement

Wellness reimbursement

Job summary

Desjardins Group is seeking a Wealth Management Advisor to build lasting relationships with members and clients in a bilingual environment. You will listen to needs, advise on investments, loans, and insurance, and collaborate with partners to design comprehensive solutions.

Expect ongoing market awareness and community outreach as part of your role. Ideal candidates have a related bachelor’s degree, at least one year of relevant experience, and an AMF mutual fund certificate.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• Listen to members' and clients' needs and offer suitable financial advice.
• Advise members and clients on best strategies to meet goals.
• Manage business relationships and assess satisfaction and service quality.
• Stay up-to-date on financial trends and best practices; participate in outreach activities.

Skills

Communication (FR/EN)

Bilingual (FR/EN)

Client relationships

Financial advisory

Product knowledge

Compliance knowledge

Team collaboration

Tax knowledge

Education

Bachelor's degree (related field)

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

Benefits apply based on eligibility criteria.

What you 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

Please note that other combinations of qualifications and relevant experience may be considered.

Skills & Knowledge

• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
• 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

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.

Job Details

Trade Union (If applicable) Job Family Member/client sales and service (FG)

About the Company

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.