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Wealth Management Advisor
Desjardins. Develop and maintain lasting and trusting business relationships with members and clients .
About the role
Key responsibilities & impact- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Work with affluent individual members and business owners
- Develop strategies and recommend investments, loans and insurance products
- Serve as an expert advisor and resource person in savings and investments
- Balance member/client satisfaction, business objectives, profitability and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvements
- Stay current on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Benefits
Comp & perks- 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