Wealth Management Advisor

Desjardins Group; Quebec; On-site; CAD 60,000 - 100,000; Full time

Job summary

Une entreprise de services financiers de premier plan recherche un conseiller en gestion de patrimoine. Dans ce rôle, vous serez responsable de développer des relations de confiance avec les membres et les clients, en leur offrant des conseils adaptés à leur situation financière. Vous travaillerez en étroite collaboration avec un portefeuille de clients, en utilisant votre expertise pour équilibrer la satisfaction des clients et les objectifs commerciaux. Ce poste vous permettra d'innover et de contribuer à des stratégies intégrées qui répondent aux besoins variés des clients. Si vous êtes passionné par le service à la clientèle et l'analyse financière, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de pension à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Baccalauréat requis et minimum d'un an d'expérience pertinente.
• Connaissance du français est obligatoire.

Responsibilities

• Conseiller les membres sur les meilleures stratégies financières.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.
• Rester informé des tendances du secteur financier.

Skills

Relationnel

Analyse de marché

Gestion de la satisfaction client

Connaissance des produits financiers

Gestion de la dette

Connaissance des événements économiques

Education

Baccalauréat dans un domaine connexe

Certificat de représentant de fonds communs de placement

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.

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 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
• 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
• 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

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy

Trade Union (If applicable)

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)

Unposting Date

2025-04-3