Wealth Management Advisor — Client-Focused Strategy & Growth

Desjardins; Saint-Henri; On-site; CAD 70,000 - 100,000; 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 reimbursement

Telework equipment

Job summary

Desjardins in Saint-Henri, QC seeks a wealth management advisor to develop and maintain trusted relationships with members and clients, listening to needs and offering tailored financial solutions.

You will work with individuals and business owners, balancing satisfaction with profitability and prudent risk management, while collaborating with partners to design integrated strategies.

Qualifications

• Bachelor's degree in a related field is required.
• A minimum of one year of relevant experience is required.
• Other combinations of qualifications and relevant experience may be considered.
• Mutual fund representative certificate – Autorité des marchés financiers is required.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Action oriented

Customer Focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Saint-Henri, QC seeks a wealth management advisor to develop and maintain trusted relationships with members and clients, listening to needs and offering tailored financial solutions.

You will work with individuals and business owners, balancing satisfaction with profitability and prudent risk management, while collaborating with partners to design integrated strategies.