Wealth management advisor

Several opportunities are currently available in Western Montérégie 📍Make a real difference in the financial lives of our members. 💚As a financial professional, you’ll play a key role, listening attentively to our members and clients in order to help optimize their financial wellbeing.🎯You’ll be responsible for providing exceptional service, offering high-quality financial solutions that are adapted to their needs.More specifically, you will be required to:⤵️ * Help members with their financing and investment needs. * Incorporate estate planning and wealth protection. * Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement. * Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals * Stay on top of financial services industry news, market trends and best practices in your field. 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 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! Job Family Member/client sales and service (FG)

The advisor will provide personalized financial solutions, focusing on investment needs, estate planning, and wealth protection for members. They are responsible for managing business relationships and developing wealth strategies aligned with clients' financial and tax goals.

The candidate must be a financial professional capable of providing high-quality financial solutions and staying current with industry trends. They should possess strong listening skills and the ability to manage client satisfaction and service quality.

• Competitive Salary • Annual Bonus • Flexible Vacation • Defined Benefit Pension Plan • Group Insurance • Telemedicine • Health And Wellness Expenses Reimbursement • Telework Equipment Reimbursement

• Service à la clientèleSouhaitée

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

• Wealth Management
• Financial Planning
• Investment Strategy
• Estate Planning
• Wealth Protection
• Relationship Management
• Tax Planning
• Financial Analysis
• Customer Service

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Exigences de lieu

Country, Canada