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Wealth Management Advisor

2 months ago

SalaberrydeValleyfield, Quebec, Canada Desjardins Full time
Job Description

As a wealth management advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with clients to ensure their satisfaction.

Your role involves listening to clients' needs, offering expert advice, and helping them choose solutions to meet their financial goals.

You will work closely with a client base of individual members and business owners, requiring strong interpersonal skills and expertise in financial services.

You will develop strategies, recommend investments, loans, and insurance products, balancing client satisfaction, business objectives, profitability, and risk management.

You will work with partners and experts to design integrated strategies that meet clients' needs.

Key Responsibilities

  • Advising clients on strategies and identifying expected results.
  • Managing business relationships, assessing client satisfaction, and identifying areas for improvement.
  • Staying up-to-date on the financial services industry, market trends, and best practices.
  • Participating in outreach activities and representing the company in the community.

What We Offer

  • Competitive salary and annual bonus.
  • Four 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.
  • 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 clients.
  • 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 company.
  • Knowledge of the company's business processes.

Drive Results, Interpersonal Savvy

As a wealth management advisor, you will be responsible for developing and maintaining client relationships, offering advice, and recommending financial solutions to meet clients' goals.