Wealth Management Advisor guiding Desjardins members and business owners toward financial goals. Recommending investments, loans, and insurance through trusted client relationships.
About the role
- Business Advisor serving Desjardins members with specialized financial guidance. Developing client relationships, tailored solutions, and new business opportunities.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Assist members and clients with specialized needs and advise them on specialized products and services
- Discuss organizational realities with external professionals
- Help clients reach their financial goals, develop tailored solutions, and negotiate terms
- Prospect for, identify, and develop new business opportunities
- Balance member/client satisfaction, profitability, and risk
- Stay current on standards, products, and services in the field
- Develop integrated offers for Desjardins products and services
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- 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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