Wealth Management Advisor — Flexible Vacation & Pension

Desjardins; Cowansville; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness ​

telework equipment

Benefits vary by eligibility

Job summary

Desjardins in Canada seeks a wealth management advisor to build lasting relationships with members and clients, understand their financial needs, and recommend suitable investments, loans and insurance products. You will work with individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

Join a team that values community outreach and ongoing industry knowledge, with strong emphasis on interpersonal savvy, professional certifications, and

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.
• Please note that other combinations of qualifications and relevant experience may be considered.

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

Drive results

Nimble learning

Action oriented

Education

Bachelor's degree in a related field

Tools

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Canada seeks a wealth management advisor to build lasting relationships with members and clients, understand their financial needs, and recommend suitable investments, loans and insurance products. You will work with individuals and business owners, balancing client satisfaction with profitability and prudent risk management.

Join a team that values community outreach and ongoing industry knowledge, with strong emphasis on interpersonal savvy, professional certifications, and