Wealth Management Advisor — Flexible Vacation + Pension

Desjardins; Centre-du-Québec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness expenses reimburse

Telework equipment

Benefits apply

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listening to needs and recommending investments, loans and insurance to meet financial goals.

You will work with individual members and business owners, stay current on markets, and collaborate with partners to design integrated strategies. French language is required, with travel to service centres as needed.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers is required or considered.
• Knowledge of French is required.
• Willingness to travel to Desjardins service centres in Quebec.

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

Customer Focus

Action Oriented

Drive Results

Nimble Learning

French language required

Education

Bachelor's degree in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listening to needs and recommending investments, loans and insurance to meet financial goals.

You will work with individual members and business owners, stay current on markets, and collaborate with partners to design integrated strategies. French language is required, with travel to service centres as needed.