Wealth Management Advisor - Client Growth & Planning

Desjardins; Thetford Mines; On-site; CAD 75,000 - 110,000; 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,

Job summary

Desjardins, a leading financial cooperative in Canada, seeks a wealth management advisor to build lasting relationships with members and clients, listening to needs and recommending suitable investments, loans and insurance.

You’ll work with individual members and business owners, stay current on market trends, participate in community outreach, and collaborate with partners to design integrated financial strategies.

Qualifications

• Bachelor's degree in a related field required.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.

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, a leading financial cooperative in Canada, seeks a wealth management advisor to build lasting relationships with members and clients, listening to needs and recommending suitable investments, loans and insurance.

You’ll work with individual members and business owners, stay current on market trends, participate in community outreach, and collaborate with partners to design integrated financial strategies.