Wealth Management Advisor

1 week ago

TroisRivières, Canada Desjardins Full time

Wealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. This position is located in the Greater Trois-Rivieres Metropolitan Area. 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. Available to work one evening per week until 8pm. Core Attributes Action oriented Customer Focus Differences Drive results Interpersonal Savvy Nimble learning Qualifications Bachelor's degree in a related field. A minimum of one year 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. Knowledge of current financial, economic, political and legislative events. Specialized knowledge of tax, financial and succession issues for individuals and businesses. Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors. Knowledge of debt management. Knowledge of compliance with legislation respecting the distribution of financial products and services. Understanding of the philosophy and fundamentals of financial services cooperatives. Knowledge of policies, legislation and standards related to products and services offered by the caisse. Knowledge of the Desjardins business processes. Benefits 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. Trade Union (If applicable) CAISSE DE L'ÉDUCATION (92204 / Conv_Col_00107) (2018-12-07 - ) Additional Information Seniority level: Entry level. Employment type: Full-time. Job function: Finance and Sales. Industries: Banking. Referrals increase your chances of interviewing at Desjardins by 2x. Unposting Date: 2026-01-04. 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. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask #J-18808-Ljbffr

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