Wealth management advising at Desjardins centers on trusted relationships, tailored financial advice, and integrated strategies for members and clients. The role includes hybrid work.
As a Wealth Management Advisor, you support individual members and business owners through financial decisions. You develop strategies involving investments, loans, and insurance products while balancing satisfaction, profitability, objectives, and prudent risk management. Interpersonal savvy, market knowledge, and relationship management are central.
Key Responsibilities: Develop and maintain lasting business relationships with members and clients
Listen to needs and recommend appropriate financial solutions
Develop strategies involving investments, loans, and insurance products
Design integrated strategies with partners and experts
Assess satisfaction, service quality, and improvement areas
Requirements: Bachelor's degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French and current financial events
Knowledge of tax, succession, debt, and compliance issues
Apply financial expertise, relationship management, and strategic advice to serve Desjardins members, clients, and business owners.