Wealth Management Advisor: Trusted Guidance for Clients

Desjardins; Sept-Îles; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Job summary

Desjardins is seeking a wealth management advisor in Sept-Îles to build lasting relationships with members and clients, listening to their needs and offering tailored financial guidance across investments, loans and insurance. You will balance client satisfaction with business goals while collaborating with partners to design integrated strategies.

The role emphasizes interpersonal savvy, a client-centric approach, and staying current with market trends.

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

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 Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a wealth management advisor in Sept-Îles to build lasting relationships with members and clients, listening to their needs and offering tailored financial guidance across investments, loans and insurance. You will balance client satisfaction with business goals while collaborating with partners to design integrated strategies.

The role emphasizes interpersonal savvy, a client-centric approach, and staying current with market trends.