Wealth Strategy Advisor

Relevance; Sept-Îles; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Defined benefit pension

Group insurance including telemedicine

Health and wellness expense reimburse-

Job summary

Desjardins in Canada seeks a wealth management advisor dedicated to building lasting relationships with members and clients. You will listen to needs, offer tailored guidance on investments, loans and insurance, and help choose fit-for-purpose financial solutions.

You’ll work with affluent individuals and business owners, collaborating with partners and experts to design integrated strategies while balancing client satisfaction, profitability and prudent risk management.

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years' 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

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Knowledge of French

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Canada seeks a wealth management advisor dedicated to building lasting relationships with members and clients. You will listen to needs, offer tailored guidance on investments, loans and insurance, and help choose fit-for-purpose financial solutions.

You’ll work with affluent individuals and business owners, collaborating with partners and experts to design integrated strategies while balancing client satisfaction, profitability and prudent risk management.