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 (Quebec City)
🏢 Desjardins
📍 Quebec City