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Wealth Management Advisor with Financial Services Expertise

2 months ago

Québec, Quebec, Canada Desjardins Full time

We are seeking a skilled Wealth Management Advisor to join our team at Desjardins. In this role, you will be responsible for developing and maintaining lasting relationships with clients, ensuring their financial needs are met.

About the Role

You will work closely with clients to understand their financial situations and provide personalized advice on investments, loans, and insurance products. Your expertise will help balance client satisfaction, business objectives, profitability, and sound risk management.

This is a great opportunity to drive results and make a meaningful impact in the lives of our clients. If you have a passion for wealth management and a strong understanding of financial services, we encourage you to apply.

Key Responsibilities
  • Develop and maintain lasting relationships with clients
  • Provide personalized advice on investments, loans, and insurance products
  • Stay up-to-date on market trends and best practices in wealth management
  • Participate in outreach activities and represent Desjardins in the community
What We Offer
  • A competitive salary of $85,000 per year
  • 4 weeks of flexible vacation starting in the first year
  • A defined benefit pension plan that provides predictable income in 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 from the 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

Please note that other combinations of qualifications and relevant experience may be considered.