Wealth Management Advisor
2 hours ago
Overview As a wealth management advisor, you’re responsible for developing and maintaining lasting, trusting relationships with members and clients, to ensure they’re satisfied. You listen to needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals and make their projects happen. You work with mass-affluent individuals, businesses and business owners across all life stages, with a client base that has high business development potential. Interpersonal savvy is essential. You prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers. You serve as a resource for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You support the financial empowerment of members and clients, balance satisfaction with business objectives, profitability and prudent risk management, promote digital solutions, and carry out transactions as needed. You collaborate with partners and specialists to design integrated strategies and identify opportunities, guiding members and clients to colleagues or other entities for specialized needs. Responsibilities Advise members and clients on the best strategies and determine target outcomes. Manage business relationships, assess satisfaction and service quality, follow up and identify areas for improvement. Stay informed about financial services industry news, market trends and best practices to identify business development opportunities. Participate in outreach activities and be present in the community. Conduct onsite visits of the businesses you serve. What we offer Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria What You Bring To The Table Bachelor's degree in a related field A minimum of three years of relevant experience Other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Equity, Diversity and Inclusion At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind and strive for a team that reflects the diversity of the members, clients and communities we serve. Job Details Job Family: Member/client sales and service (FG) Unposting Date: 2026-02-13 #J-18808-Ljbffr
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Vaudreuil-Dorion, Canada Desjardins Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals...
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