Wealth Management Advisor — Remote Work & Growth

Desjardins Group; Causapscal; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance with telemedicine

Wellness reimbursement/telework equip.

Job summary

Desjardins Group in Canada seeks a Wealth Management Advisor to develop lasting relationships with members and clients, understand their financial needs, and offer tailored solutions across investments, loans, and insurance. You will collaborate with Desjardins Business Centres and partners to balance client satisfaction with profitability and prudent risk management.

In this role you will advise, manage and grow a client base, participate in outreach activities, stay current on market trends,

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Advise members and clients on best strategies and 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

Action oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

Desjardins Group in Canada seeks a Wealth Management Advisor to develop lasting relationships with members and clients, understand their financial needs, and offer tailored solutions across investments, loans, and insurance. You will collaborate with Desjardins Business Centres and partners to balance client satisfaction with profitability and prudent risk management.

In this role you will advise, manage and grow a client base, participate in outreach activities, stay current on market trends,