Wealth Management Advisor | Remote Work & Pension

Desjardins Group; Saint-Jacques; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services cooperative is seeking a wealth management advisor in Quebec. This role involves developing relationships with clients, advising on financial strategies, and ensuring compliance with regulations. The ideal candidate has a Bachelor's degree, relevant experience, and must be fluent in French. Competitive salary, defined benefit pension, and flexible vacation are among the benefits offered. Join a company that values diversity and inclusion and helps clients navigate their financial goals.

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

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Familiarity with financial, economic, political, and legislative events.

Responsibilities

• Advise members and clients on the best strategies.
• Assess member/client satisfaction and service quality.
• Participate in outreach activities and represent the caisse.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A financial services cooperative is seeking a wealth management advisor in Quebec. This role involves developing relationships with clients, advising on financial strategies, and ensuring compliance with regulations. The ideal candidate has a Bachelor's degree, relevant experience, and must be fluent in French. Competitive salary, defined benefit pension, and flexible vacation are among the benefits offered. Join a company that values diversity and inclusion and helps clients navigate their financial goals.