Wealth & Portfolio Advisor | Flexible Vacation & Benefits

Desjardins Group; Hawkesbury; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider in Prescott and Russell Counties is seeking a Wealth Management Advisor to develop lasting relationships with clients and offer tailored financial advice. The ideal candidate will have a bachelor's degree, relevant experience, and bilingual proficiency in French and English. The role includes a competitive salary, a defined benefit pension plan, and flexible vacation options.

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 three years of relevant experience.
• Mutual fund representative certificate from the Ontario Securities Commission.
• Proficiency in French and English is required.

Responsibilities

• Advise members and clients on best financial strategies.
• Manage business relationships and assess client satisfaction.
• Participate in outreach and represent the caisse in the community.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

A leading financial services provider in Prescott and Russell Counties is seeking a Wealth Management Advisor to develop lasting relationships with clients and offer tailored financial advice. The ideal candidate will have a bachelor's degree, relevant experience, and bilingual proficiency in French and English. The role includes a competitive salary, a defined benefit pension plan, and flexible vacation options.