Wealth Management Advisor

Desjardins; Ormstown; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Wealth Management Advisor in Ormstown. This role involves building strong client relationships, advising on financial strategies, and ensuring client satisfaction. The advisor will work closely with affluent individuals and business owners, utilizing their expertise to recommend suitable financial solutions. The position offers a competitive salary, flexible vacation, and comprehensive benefits.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay updated on financial services industry trends.

Skills

Interpersonal Savvy

Drive results

Education

Bachelor's degree in a 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 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

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 required

Advanced knowledge of Englishdue to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and / or clients.

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

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

Knowledge of service standards

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Create a job alert for this search

Wealth Advisor • Ormstown, Quebec, Canada