Wealth Management Advisor

Desjardins Group; Vaudreuil-Dorion; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise innovante recherche un conseiller en gestion de patrimoine passionné pour établir des relations durables avec les membres et clients. Dans ce rôle, vous serez responsable d'écouter les besoins des clients, de leur offrir des conseils adaptés et de les aider à choisir des solutions financières appropriées. Vous travaillerez en étroite collaboration avec une clientèle diversifiée, y compris des particuliers et des propriétaires d'entreprises. Ce poste vous permettra de faire une réelle différence dans la vie des gens en les aidant à atteindre leurs objectifs financiers tout en développant votre expertise dans un environnement dynamique et inclusif.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

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 le poste.

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 marché et des meilleures pratiques.

Skills

Gestion des relations interpersonnelles

Analyse financière

Gestion des investissements

Connaissance des produits d'assurance

Connaissance de la législation financière

Gestion de la dette

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. Knowledge of tax, financial and succession issues for individuals and businesses
8. Knowledge of debt management
9. Knowledge of compliance with legislation respecting the distribution of financial products and services

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!