Wealth Management Advisor — Trusted Client Relationships

Desjardins; Saint-Pierre-de-l'Île-d'Orléans; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment

Job summary

Desjardins in Quebec seeks a wealth management advisor to develop and maintain lasting relationships with members and clients, listening to their needs and offering tailored financial guidance. You will advise on investments, loans and insurance, work with partners to design integrated strategies, and represent the caisse in the community.

Required: bachelor’s degree in a related field, at least one year of relevant experience, mutual fund representative certificate, and French language

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Knowledge of Desjardins products and services is expected.

Responsibilities

• Advise members and clients on the best strategies and identify expected results.
• Manage business relationships, assess satisfaction and service quality, and follow up for improvements.
• Stay up-to-date on the financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Knowledge of French

Client relationship management

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Quebec seeks a wealth management advisor to develop and maintain lasting relationships with members and clients, listening to their needs and offering tailored financial guidance. You will advise on investments, loans and insurance, work with partners to design integrated strategies, and represent the caisse in the community.

Required: bachelor’s degree in a related field, at least one year of relevant experience, mutual fund representative certificate, and French language