Wealth Management Advisor

4 days ago

Mascouche, Quebec, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled Wealth Management Advisor to join our team at Desjardins. As a key member of our business, you will be responsible for developing and maintaining lasting relationships with our members and clients, providing them with expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Develop and implement personalized financial plans for members and clients, taking into account their unique financial situations and goals.
  • Provide expert advice on investment strategies, loan options, and insurance products to help members and clients achieve their financial objectives.
  • Build and maintain strong relationships with members and clients, ensuring their satisfaction and loyalty to Desjardins.
  • Stay up-to-date on market trends and best practices in the financial services industry, ensuring that our members and clients receive the most effective and efficient solutions.
  • Collaborate with internal partners and external experts to design and implement integrated strategies that meet the needs of our members and clients.
Requirements
  • Bachelor's degree in a related field, such as finance, business, or economics.
  • Minimum of two years of relevant experience in the financial services industry.
  • Mutual fund representative certificate from the Autorité des marchés financiers.
  • Strong knowledge of French and current financial, economic, political, and legislative events.
  • Ability to work independently and as part of a team, with excellent communication and interpersonal skills.
What We Offer
  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.

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