Wealth Management Advisor

Desjardins Group; Saint-Hyacinthe; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a wealth management advisor to foster lasting relationships with clients and members. In this pivotal role, you will leverage your financial expertise to provide tailored advice, ensuring clients meet their financial goals. You will engage with a diverse client base, offering insights into investments, loans, and insurance products. This position emphasizes interpersonal skills and strategic thinking, allowing you to make a meaningful impact in the financial services sector. Join a company that values diversity and inclusion, offering a supportive environment where your contributions are recognized and rewarded.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Reimbursement of Health Expenses

Telework Equipment

Qualifications

• Minimum of one year of relevant experience in financial services.
• Knowledge of current financial, economic, political, and legislative events.

Responsibilities

• Advise members on financial strategies and solutions.
• Manage business relationships and assess client satisfaction.

Skills

Interpersonal Skills

Financial Knowledge

Client Relationship Management

Tax Knowledge

Debt Management

Education

Bachelor's Degree in a Related Field

Mutual Fund Representative Certificate

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 insuranceproducts. 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

• 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

• Specialized knowledge of tax, financial and succession issues for individuals and businesses

• Knowledge of debt management

• Knowledge of compliance with legislation respecting the distribution of financial products and services

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

CAISSE RÉGION DE SAINT-HYACINTHE (90044 / Conv_Col_00135) (2015-12-02 - )

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

2025-05-30