Wealth Management Advisor — Build Trusted Client Wealth

Desjardins; Saint-Charles-de-Bellechasse; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expenses reimburse

Job summary

Desjardins Wealth Management is seeking a Wealth Management Advisor to develop and maintain lasting relationships with members and clients, listening to their needs and offering tailored guidance to meet financial goals. You will work with affluent individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

You will collaborate with partners to design integrated strategies and participate in outreach efforts that strengthen Desjardins' presence

Qualifications

• Bachelor's degree required or equivalent experience in finance services
• Mutual fund representative certificate required or willing to obtain
• Strong interpersonal and communication skills
• Knowledge of financial products and risk management

Responsibilities

• Advise members and clients on investment, loan and insurance strategies to meet financial goals.
• Manage business relationships, monitor satisfaction, and identify areas for service improvement.
• Stay up-to-date on market trends and industry best practices to offer informed advice.
• Participate in outreach activities and represent Desjardins in the community.

Skills

Interpersonal savvy

Client relations

Financial services knowledge

Communication skills

Sales oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins Wealth Management is seeking a Wealth Management Advisor to develop and maintain lasting relationships with members and clients, listening to their needs and offering tailored guidance to meet financial goals. You will work with affluent individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

You will collaborate with partners to design integrated strategies and participate in outreach efforts that strengthen Desjardins' presence