Wealth Management Advisor

Wealth Management Advisor role at Desjardins

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, listening to their needs, offering advice that fits their financial situation and helping them choose appropriate solutions to meet their financial goals. You work with individual members and business owners, balancing member/client satisfaction with business objectives, profitability and prudent risk management. You collaborate with various partners to design integrated strategies that meet client needs.

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

• Competitive salary and annual bonus
• 4 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
• Benefits apply based on eligibility criteria

• Bachelor's degree in a related field
• A minimum of one year of relevant experience (other combinations of qualifications may be considered)
• 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 caisse members and those offered by Desjardins

• Job function: Finance and Sales
• Industry: Banking
• Employment type: Full-time
• Seniority level: Entry level
• Location: Greater Montreal Metropolitan Area / Montreal, Quebec, Canada
• Salary: Approximately $75,000 – $80,000 per year (varies by location and experience)

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind and strive to reflect the diversity of the members, clients and communities we serve. If you need accommodations at any stage of the recruitment process, please let us know.

Job family: Member/client sales and service (FG)

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