Wealth Management Advisor | Client Strategy Lead

Desjardins; Sherbrooke; On-site; CAD 65,000 - 95,000; 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

Telework equipment reimbursement

Benefits apply based on eligibility

Job summary

Desjardins is seeking a wealth management advisor in Sherbrooke to develop lasting client relationships, listen to needs, and offer tailored financial solutions that meet goals. You will work closely with individual members and business owners, stay informed on market trends, and collaborate with partners to design integrated strategies while upholding prudent risk management.

The role also emphasizes community representation and ongoing professional development.

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.
• Knowledge of current financial, economic, political and legislative events.
• Specialized knowledge of tax, financial and succession issues for individuals and businesses.
• Familiarity with Desjardins products and processes.

Responsibilities

• Advise members and clients on the best strategies and identify expected results.
• Manage relationships, assess member/client satisfaction and service quality.
• 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

Communication skills

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 Sherbrooke to develop lasting client relationships, listen to needs, and offer tailored financial solutions that meet goals. You will work closely with individual members and business owners, stay informed on market trends, and collaborate with partners to design integrated strategies while upholding prudent risk management.

The role also emphasizes community representation and ongoing professional development.