Wealth Management Advisor — 360° Private Client Strategy

Desjardins; Châteauguay; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness -

telework equipment

Benefits apply based on eligibility

Job summary

Desjardins, a leading financial cooperative in Quebec, seeks a wealth management advisor to serve affluent Signature Service members and clients. You will develop personalized strategies, provide tailored advice and solutions, and act as the advisor for the 360° wealth management approach across savings, investments, and the banking offer, delivering premium support.

You work with a team of professionals and partners, requiring interpersonal savvy and strong communication.

Qualifications

• Bachelor's degree required.
• Mutual fund certificate required.
• French knowledge required.

Responsibilities

• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Develop a comprehensive 360° offering based on member and client needs.
• Actively contribute to meeting sales objectives by developing action plans based on the business plan.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public relations activities and maintain a presence in the business community.

Skills

Interpersonal Savvy

Communication skills

Business development

Negotiation

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins, a leading financial cooperative in Quebec, seeks a wealth management advisor to serve affluent Signature Service members and clients. You will develop personalized strategies, provide tailored advice and solutions, and act as the advisor for the 360° wealth management approach across savings, investments, and the banking offer, delivering premium support.

You work with a team of professionals and partners, requiring interpersonal savvy and strong communication.