Wealth Management Advisor - Remote Client Growth

Desjardins Group; Thetford Mines; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services cooperative in Thetford Mines is looking for a wealth management advisor responsible for building relationships with clients and providing financial advice. The ideal candidate has a Bachelor's degree, relevant experience, and knowledge of the financial services industry. You will be expected to keep clients informed about products and strategies. Benefits include a competitive salary, flexible vacation, and a pension plan.

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 French is required.
• Understanding of financial services cooperatives.

Responsibilities

• Advise members and clients on the best strategies.
• Manage business relationships and assess client satisfaction.
• Stay up-to-date on market trends.

Skills

Customer Focus

Interpersonal Savvy

Action oriented

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A financial services cooperative in Thetford Mines is looking for a wealth management advisor responsible for building relationships with clients and providing financial advice. The ideal candidate has a Bachelor's degree, relevant experience, and knowledge of the financial services industry. You will be expected to keep clients informed about products and strategies. Benefits include a competitive salary, flexible vacation, and a pension plan.