Wealth Management Advisor

3 days ago

SalaberrydeValleyfield, Quebec, Canada Desjardins Full time

As a wealth management advisor at Desjardins, you will be responsible for developing and maintaining strong relationships with clients to ensure their financial needs are met. Your role will involve listening to clients' needs, providing personalized advice, and helping them choose suitable financial solutions to achieve their goals. You will work closely with a diverse client base, including individual members and business owners, to drive results and deliver exceptional service.

Key Responsibilities
  • Advise clients on investment strategies and work with them to identify expected results.
  • Manage business relationships, assess 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 providing predictable, stable income throughout retirement.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.
What You Bring to the Table
  • 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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