Wealth Management Advisor advising Desjardins members and business owners on investments, loans, and insurance. Building relationships and integrated financial strategies to support clients’ goals.
About the role
- Business Advisor serving Desjardins members with specialized financial advice. Developing client relationships, tailored solutions, and new business opportunities.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs
- Provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Review special requests for specialized products and services
- Develop integrated offers for Desjardins products and services and help members and clients reach their financial goals
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Establish advisory relationships 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 financial goals, develop tailored solutions, and negotiate terms
- Achieve business development objectives by prospecting for, identifying, and developing new business opportunities while balancing satisfaction, profitability, and risk
- Stay current on the latest standards, products, and services in the field
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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