Wealth Management Advisor

Desjardins; Montreal West; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Wealth Management Advisor to foster strong relationships with affluent clients. This role emphasizes personalized financial solutions, requiring a keen understanding of investment strategies and market trends. You'll collaborate with various experts to deliver tailored advice that aligns with clients' financial goals. With a competitive salary, flexible vacation, and a robust pension plan, this position offers a fulfilling career path in a supportive environment. If you're passionate about finance and client success, this opportunity is perfect for you.

Benefits

4 Weeks Flexible Vacation

Defined Benefit Pension Plan

Group Insurance including Telemedicine

Health and Wellness Expense Reimbursement

Telework Equipment Reimbursement

Qualifications

• 2+ years of experience in wealth management or financial advisory.
• Mutual fund representative certificate required.
• Knowledge of financial, economic, and legislative events.

Responsibilities

• Develop and maintain trusting relationships with clients.
• Advise on financial strategies and assess client satisfaction.
• Stay updated on industry trends and participate in community outreach.

Skills

Interpersonal Skills

Financial Analysis

Investment Strategies

Debt Management

Knowledge of Financial Products

Education

Bachelor's Degree in a Related Field

Job description

Join to apply for the Wealth Management Advisor role at Desjardins

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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

• 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
• Other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French 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 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
• Availability to work two evenings per week

For more information about Desjardins and to apply, click here. We are committed to diversity, equity, and inclusion, and can provide accommodations during the recruitment process upon request.