ResponsibilitiesAs 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.Advise members and clients on the best strategies and work with them to identify expected resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry,
market trends and best practices in your fieldParticipate in outreach activities and represent the caisse in the communityBenefitsCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, reliable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteriaQualificationsBachelor’s degree in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is requiredWe 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. We have zero tolerance for discrimination of any kind. 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.Job Family: Member/client sales and service (FG)Unposting Date: #J-18808-Ljbffr