Financial Services Advisor

4 weeks ago


SalaberrydeValleyfield, Quebec, Canada Desjardins Full time
Role Overview

We are seeking a highly skilled Financial Services Advisor to join our team in wealth management. As a key member of our advisory team, you will be responsible for developing and maintaining lasting business relationships with clients, providing expert advice on investment strategies, loans, and insurance products, and driving results through strategic planning.

Responsibilities
  • Client Relationship Development: Build and maintain strong relationships with clients, understanding their financial goals and needs to provide tailored advice and solutions.
  • Investment Strategies: Develop and recommend investment strategies that align with client goals and risk tolerance, staying up-to-date on market trends and best practices.
  • Business Process Management: Collaborate with internal partners and experts to design integrated strategies that meet client needs, ensuring seamless execution and excellent service quality.
  • Sales and Service: Drive sales growth by identifying new opportunities, cross-selling and upselling existing products and services, and delivering exceptional customer service to meet or exceed client expectations.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, business administration, or economics.
  • Experience: Minimum one year of relevant experience in financial services, including wealth management, investment, and sales.
  • Certifications: Mutual fund representative certificate from Autorité des marchés financiers.
  • Skills: Excellent communication, interpersonal, and problem-solving skills; knowledge of French and current financial events; specialized knowledge of tax, financial, and succession issues for individuals and businesses.
Benefits
  • Competitive Salary: $80,000 - $120,000 per year, depending on experience.
  • Vacation Time: Four weeks of flexible vacation starting in the first year.
  • Pension Plan: Defined benefit pension plan with predictable, stable income throughout retirement.
  • Group Insurance: Comprehensive group insurance package, including telemedicine benefits.
  • Professional Development: Opportunities for ongoing education and training to enhance your skills and knowledge in wealth management.


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