Wealth Management Advisor: Relationship-Driven Financial Planning

Desjardins; Quebec; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness reimbursements

Telework equipment

Job summary

Desjardins in Quebec invites applications for a Wealth Management Advisor to build lasting relationships with members and clients, listening to their needs, and offering tailored financial advice and solutions to meet goals.

You will work with individuals and business owners, coordinating with partners, governing risk with sound practices, and pursuing profitability while ensuring client satisfaction and service excellence.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.
• Knowledge of all products and services offered by Desjardins and related networks.
• Knowledge of debt management.
• Knowledge of compliance with legislation respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of Desjardins processes.

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 skills

Client relationship management

Communication

French language

Customer focus

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Job description

Desjardins in Quebec invites applications for a Wealth Management Advisor to build lasting relationships with members and clients, listening to their needs, and offering tailored financial advice and solutions to meet goals.

You will work with individuals and business owners, coordinating with partners, governing risk with sound practices, and pursuing profitability while ensuring client satisfaction and service excellence.