Wealth Management Advisor

Desjardins Group; Sainte-Julie; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise innovante recherche un conseiller en gestion de patrimoine pour établir et maintenir des relations de confiance avec les membres et les clients. Vous serez responsable d'écouter leurs besoins financiers, de leur offrir des conseils adaptés et de les aider à choisir des solutions appropriées. Ce rôle exige une compréhension approfondie des produits financiers et des tendances du marché, tout en favorisant la satisfaction des clients et la rentabilité. Si vous êtes passionné par le service à la clientèle et avez une expertise en finances, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant télé-médecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum d'un an d'expérience pertinente dans le domaine.
• Connaissance du français requise pour ce poste.

Responsibilities

• Conseiller les membres sur les meilleures stratégies financières.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.

Skills

Gestion des relations interpersonnelles

Connaissance des produits financiers

Gestion de la dette

Connaissance des événements économiques

Education

Baccalauréat dans un domaine connexe

Certificat de représentant de fonds communs

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. 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*

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

1. Bachelor's degree in a related field
2. A minimum of one year of relevant experience
3. Please note that other combinations of qualifications and relevant experience may be considered
4. Mutual fund representative certificate – Autorité des marchés financiers
5. Knowledge of French is required
6. Knowledge of current financial, economic, political and legislative events
7. Specialized knowledge of tax, financial and succession issues for individuals and businesses
8. 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
9. Knowledge of debt management
10. Knowledge of compliance with legislation respecting the distribution of financial products and services
11. Understanding of the philosophy and fundamentals of financial services cooperatives
12. Knowledge of policies, legislation and standards related to products and services offered by the caisse
13. Knowledge of the Desjardins business processes

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

2025-05-11