Wealth Management Advisor | Flexible Vacation + Pension

Desjardins Group; Saint-Pascal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A noted financial services cooperative in Quebec seeks a Wealth Management Advisor. The role involves advising clients on financial strategies, managing relationships, and staying informed on market trends. Candidates should have a related bachelor's degree and relevant experience. Knowledge of French is required, and familiarity with financial, economic, and legislative issues is essential. This role offers a competitive salary and generous benefits package.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of one year of relevant experience.
• Knowledge of current financial, economic, political and legislative events is essential.
• Understanding of compliance with legislation respecting the distribution of financial products.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage business relationships and follow up on service quality.
• Stay up-to-date on financial services industry trends.

Skills

Action oriented

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Tools

Mutual fund representative certificate

Job description

A noted financial services cooperative in Quebec seeks a Wealth Management Advisor. The role involves advising clients on financial strategies, managing relationships, and staying informed on market trends. Candidates should have a related bachelor's degree and relevant experience. Knowledge of French is required, and familiarity with financial, economic, and legislative issues is essential. This role offers a competitive salary and generous benefits package.