Wealth Management Advisor - Hybrid, Client Growth

Desjardins; Quebec; Hybrid; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation (first year)

Defined benefit pension plan

Group insurance with telemedicine

Health & wellness expense reimburse.

Telework equipment

Job summary

Desjardins is seeking a Wealth Management Advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will help clients choose investments, loans, and insurance, balancing satisfaction with risk and profitability.

The role requires compliance with regulatory standards and collaboration with Desjardins partners to deliver integrated strategies to individuals and business owners.

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Specialized knowledge of tax, financial and succession issues for individuals and businesses.

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

French language

Education

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 offering tailored financial solutions. You will help clients choose investments, loans, and insurance, balancing satisfaction with risk and profitability.

The role requires compliance with regulatory standards and collaboration with Desjardins partners to deliver integrated strategies to individuals and business owners.