Wealth Management Advisor — Elite Client Partner (Hybrid)

Desjardins Group; Saint-Charles-de-Bellechasse; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Wellness reimbursement

Job summary

Desjardins Group seeks a Wealth Management Advisor to build and maintain lasting relationships with members and clients, offering tailored advice to meet financial goals. You will work with affluent individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

You will leverage partnerships to design integrated strategies, stay informed on industry trends, and participate in outreach to represent the caisse in the community.

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Minimum of two years of relevant experience.

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

Education

Bachelor's degree in a related field

Job description

Desjardins Group seeks a Wealth Management Advisor to build and maintain lasting relationships with members and clients, offering tailored advice to meet financial goals. You will work with affluent individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

You will leverage partnerships to design integrated strategies, stay informed on industry trends, and participate in outreach to represent the caisse in the community.