Wealth Management Advisor

Desjardins; Sainte-Julie; On-site; CAD 40,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Management Advisor to provide expert financial guidance to clients. In this full-time role, you'll leverage your knowledge of financial products and services to help clients achieve their financial goals. You'll manage business relationships, ensuring high satisfaction levels while staying updated on market trends. This position offers a competitive salary, flexible vacation, and a defined benefit pension plan, making it an excellent opportunity for those passionate about finance and client service. Join a team that values equity, diversity, and inclusion in a supportive environment.

Benefits

4 Weeks Flexible Vacation

Defined Benefit Pension Plan

Group Insurance including Telemedicine

Reimbursement of Health and Wellness Expenses

Telework Equipment Reimbursement

Qualifications

• Bachelor's degree in a related field required.
• Minimum one year of relevant experience in financial services.

Responsibilities

• Advise clients on financial strategies and expected results.
• Manage client satisfaction and identify areas for improvement.

Skills

Client Relationship Management

Financial Analysis

Knowledge of Financial Products

Communication Skills

Knowledge of Tax Issues

Education

Bachelor's Degree in a Related Field

Job description

Join to apply for the Wealth Management Advisor role at Desjardins

Responsibilities

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.

Qualifications

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• 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 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 legislation and policies related to financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of Desjardins business processes

Additional Information

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to providing accommodations during the recruitment process upon request. The job is full-time, entry level, based in Dorval, Quebec, with a salary range of CA$40,000 to CA$100,000.