Responsibilities

- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer appropriate advice
- Manage business relationships, assess member/client satisfaction and service quality
- Stay up-to-date on the financial services industry, market trends, and best practices
- Participate in outreach activities and represent the caisse in the community

Requirements

- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- 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 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
- Drive results, Interpersonal Savvy

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📌 Wealth Management Advisor (Boucherville)
🏢 Desjardins
📍 Boucherville