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Wealth Management Advisor

1 month ago

SalaberrydeValleyfield, Quebec, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled Wealth Management Advisor to join our team at Desjardins. As a key member of our financial services team, you will be responsible for developing and maintaining lasting business relationships with our members and clients.

Key Responsibilities
  • Develop and implement strategies to meet the financial needs of our members and clients.
  • Provide expert advice on investment, loan, and insurance products to ensure our members and clients achieve their financial goals.
  • Manage business relationships, assess member/client satisfaction, 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 Desjardins in the community.
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.
Requirements
  • Bachelor's degree in a related field.
  • A minimum of one year of relevant experience.
  • 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.

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CAISSE SALABERRY-DE-VALLEYFIELD (AM-2001-9163) (T: 30080)