Wealth Management Advisor responsible for developing relationships and providing financial advice. Analyze client needs and recommend suitable financial products and strategies.
About the role
- Business advisor serving and developing relationships with members and clients at Desjardins. Providing customer service and advising on best solutions based on client needs.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Process client requests for information and solve complex problems
- Follow up with practitioners as needed
- Identify problems and recommend solutions
- Collect, compile and analyze data
- Prepare reports and recommendations
- Assess customer satisfaction and service quality, follow up and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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