Wealth Management Advisor role developing personalized financial strategies for affluent clients with Desjardins Group's team of professionals. Building and maintaining client relationships while providing premium support.
Responsibilities
Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
Develop personalized strategies and provide tailored advice and solutions
Work closely with a team of professionals and specialized partners from various fields
Balance member/client satisfaction, objectives, sound and prudent risk and compliance management
Requirements
Bachelor's degree in a related field
A minimum of four years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Certificate in Financial Planning
Knowledge of French is required
Benefits
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
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