Wealth Management Advisor | Client Growth & Strategy

Desjardins; Southwestern Ontario; Hybrid; CAD 65,000 - 100,000; 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 is seeking a Wealth Management Advisor in Southwestern Ontario to build lasting relationships with members and clients, assess their financial needs, and offer tailored investment, loan and insurance solutions. In this hybrid role, you will stay informed on market trends, ensure quality service, and collaborate with partners to design integrated plans for diverse client bases.

A minimum of one year of relevant experience and the Mutual fund representative certificate are required;

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

Interpersonal Savvy

Drive results

Customer Focus

Nimble learning

Action oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins is seeking a Wealth Management Advisor in Southwestern Ontario to build lasting relationships with members and clients, assess their financial needs, and offer tailored investment, loan and insurance solutions. In this hybrid role, you will stay informed on market trends, ensure quality service, and collaborate with partners to design integrated plans for diverse client bases.

A minimum of one year of relevant experience and the Mutual fund representative certificate are required;