Wealth Management Advisor for Client Growth

Relevance; Quebec; 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

Telework equipment reimbursement

Job summary

Desjardins is seeking a wealth management advisor to build and maintain lasting relationships with members and clients. You will listen to needs, offer suitable financial advice, and help choose solutions to meet goals, serving individuals and business owners with a focus on trust and results.

You will stay current on market trends, collaborate with partners, and contribute to community outreach while providing outstanding service and prudent risk management.

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.

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

Action oriented

Customer focus

Nimble learning

Education

Bachelor’s degree in a related field

Mutual fund representative certificate – AMF

Job description

Desjardins is seeking a wealth management advisor to build and maintain lasting relationships with members and clients. You will listen to needs, offer suitable financial advice, and help choose solutions to meet goals, serving individuals and business owners with a focus on trust and results.

You will stay current on market trends, collaborate with partners, and contribute to community outreach while providing outstanding service and prudent risk management.