Wealth Management Advisor: Client Growth & Strategy

Desjardins; Canada; Hybrid; CAD 70,000 - 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

Health and telework equipment expenses

Eligibility-based benefits

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help select investments, loans and insurance solutions to meet goals.

You will work closely with individual and business clients to balance satisfaction with profitability and prudent risk management. You will collaborate with partners to design integrated strategies and drive results while representing Desjardins in the

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – AMF.
• Knowledge of French is required.
• 1 year of relevant experience.
• Strong interpersonal and communication skills.

Responsibilities

• Advise members and clients on strategies and identify expected results.
• Manage relationships, assess satisfaction and service quality.
• Stay up-to-date on financial markets and best practices.
• Participate in outreach and represent Desjardins in the community.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Nimble Learning

Drive Results

Education

Bachelor's degree in a related field

Tools

Mutual fund certificate (AMF)

Job description

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help select investments, loans and insurance solutions to meet goals.

You will work closely with individual and business clients to balance satisfaction with profitability and prudent risk management. You will collaborate with partners to design integrated strategies and drive results while representing Desjardins in the