Expert Financial Consultant
1 week ago
Job Overview
We are seeking a skilled Financial Advisor to join our team at Desjardins. As a key member of our wealth management division, you will play a vital role in helping our clients achieve their financial goals.
Compensation Package
The successful candidate can expect a competitive salary ranging from $80,000 to $120,000 per year, depending on experience. In addition to your base salary, you will also be eligible for an annual bonus and a comprehensive benefits package.
About the Role
As a Financial Advisor, you will be responsible for developing and maintaining strong relationships with our affluent individual members and business owners. Your primary focus will be on providing expert advice on investments, loans, and insurance products that meet their unique financial needs.
Key Responsibilities
- Advise clients on the best investment strategies and work closely with them to identify expected results.
- Manage business relationships, assess client satisfaction, and service quality, identifying areas for improvement.
- Stay up-to-date on market trends and best practices in your field.
- Participate in outreach activities and represent Desjardins in the community.
Requirements
To succeed in this role, you will need:
- A Bachelor's degree in a related field.
- A minimum of one year of relevant experience.
- Mutual fund representative certification – Autorité des marchés financiers.
- Strong communication skills in both French and English, both oral and written.
- 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 offered by Desjardins Business Centres, Desjardins components, and distribution networks, as well as those offered by competitors.
- Understanding of the philosophy and fundamentals of financial services cooperatives.
Benefits
In addition to your competitive salary and annual bonus, you will enjoy a range of benefits, including:
- 4 weeks of flexible vacation starting in the first year.
- A defined benefit pension plan that provides predictable, stable income throughout retirement.
- Group insurance, including telemedicine.
- Reimbursement of health and wellness expenses and telework equipment.
About Us
Desjardins is a leading financial services cooperative with a commitment to excellence and a passion for making a difference in the lives of our members and clients.
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