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Wealth Management Consultant

3 months ago

Mascouche, Quebec, Canada Desjardins Full time

Position Overview

As a Wealth Management Consultant, your primary responsibility is to cultivate and sustain enduring and trustworthy relationships with clients and members, ensuring their satisfaction and financial well-being. Your role involves actively listening to their needs, providing tailored advice that aligns with their financial circumstances, and assisting them in selecting suitable solutions to achieve their financial aspirations.

You will collaborate closely with a diverse clientele, including affluent individuals and business proprietors, making interpersonal skills crucial to your success. You will drive outcomes by formulating strategies and recommending investment options, loans, and insurance products. Acting as a knowledgeable advisor, you will balance client satisfaction with business objectives, profitability, and prudent risk management.

Key Responsibilities

  • Provide expert advice to clients on optimal strategies and work collaboratively to define expected outcomes.
  • Manage client relationships, evaluate satisfaction levels, and ensure high service quality while identifying areas for enhancement.
  • Stay informed about industry trends, market developments, and best practices within the financial services sector.
  • Engage in community outreach activities and represent the organization effectively.

What We Offer

  • Competitive compensation and annual performance bonuses.
  • Four weeks of flexible vacation starting from the first year.
  • A defined benefit pension plan ensuring stable income during retirement.
  • Comprehensive group insurance, including telemedicine services.
  • Reimbursement for health and wellness expenses, as well as telework equipment.

Qualifications

  • Bachelor's degree in a relevant field.
  • A minimum of two years of pertinent experience.
  • Mutual fund representative certification from the regulatory authority.
  • Proficiency in French is mandatory.
  • Awareness of current financial, economic, political, and legislative developments.
  • Ability to analyze individual markets and understand the external environment affecting the organization.
  • Specialized knowledge in taxation, finance, and succession planning for individuals and businesses.
  • Familiarity with products and services available to members and those offered by competing institutions.
  • Understanding of debt management principles.
  • Knowledge of compliance regulations concerning financial product distribution.
  • Comprehension of the philosophy and fundamentals of financial cooperatives.
  • Awareness of policies, legislation, and standards related to the organization's offerings.
  • Understanding of business processes and service standards.
  • Availability to work one evening per week until 8 PM.

Drive results and demonstrate interpersonal savvy.

#LI-Hybrid

Trade Union

Non-unionized