Wealth Management Advisor

Résumé du poste

You will develop and maintain trusting relationships with affluent clients to provide personalized financial advice and investment strategies. You will also collaborate with internal partners to design integrated financial solutions while ensuring profitability and prudent risk management.

Détails du poste

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to: 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 What we offer* 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. #LI-Hybrid What you bring to the table Bachelor's degree in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience 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 Knowledge of analysis of individual markets, business leaders, and the caisse's external environment Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors Knowledge of debt management Knowledge of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of policies, legislation and standards related to products and services offered by the caisse Knowledge of the Desjardins business processes Knowledge of service standards Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're 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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-28

Ce que vous ferez

You will develop and maintain trusting relationships with affluent clients to provide personalized financial advice and investment strategies. You will also collaborate with internal partners to design integrated financial solutions while ensuring profitability and prudent risk management.

Exigences

Candidates must hold a bachelor's degree in a related field and possess at least two years of relevant experience. A mutual fund representative certificate from the Autorité des marchés financiers is required, along with strong knowledge of financial products and market trends.

Avantages

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Compétences indiquées

• Service à la clientèle · Souhaitée
• Compliance · Souhaitée
• Risk Management · Souhaitée
• Vente · Souhaitée
• Communication · Souhaitée
• Debt management · Souhaitée
• Analyse financière · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth management
• Financial advisory
• Relationship management
• Investment strategy
• Debt management
• Tax planning
• Succession planning
• Risk management
• Customer service
• Financial analysis
• Market trends
• Interpersonal savvy
• Communication
• Sales
• Compliance
• Action Oriented
• Experimental Learning
• Business Objectives
• Service Standards
• Business Process
• Investments
• Customer Service
• Debt Management Planning
• Economics
• Equities
• Financial Services
• French Language
• Insurance Products
• Legislation
• Loans
• Risk Management
• Market Trend
• Wealth Management
• Telehealth

Domaines d’emploi

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support
• Consulting
• Wealth Management Advisor
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors