Wealth Management Specialist
2 days ago
At Desjardins Group, we're seeking a skilled Wealth Management Advisor to join our team. As a key member of our organization, you'll play a vital role in developing and maintaining lasting relationships with our members and clients.
Key Responsibilities:
- Provide expert advice to members and clients on financial strategies and solutions.
- Manage business relationships, assess satisfaction, and identify areas for improvement.
- Stay up-to-date on industry trends and best practices.
- Participate in outreach activities and represent the caisse in the community.
What We Offer:
- Competitive salary and annual bonus
- Flexible vacation time
- Defined benefit pension plan
- Group insurance and wellness benefits
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate
- Advanced proficiency in English
- Knowledge of French is required
Join Our Team:
We're committed to equity, diversity, and inclusion. We welcome and value people for who they are as individuals, learning from their differences, and providing a positive workplace for all.
At Desjardins Group, we're dedicated to maintaining our leading position in online and mobile banking services. If you're passionate about delivering exceptional service and building lasting relationships, we encourage you to apply.
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