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
- Securities Advisor supporting Desjardins investment advisors with account management, transactions, and client service. Preparing documentation, resolving administrative issues, and supporting compliant business growth.
Responsibilities
- Prepare the necessary documentation for member and client meetings
- Manage the advisors’ calendars and voicemail
- Complete account openings, forms and securities transactions as directed by the advisor(s)
- Handle queries, perform necessary research and propose solutions tailored to member and client needs
- Take part in producing reports and statistics and preparing related documents
- Track client account transactions daily and resolve administrative situations
- Maintain close, regular contact with clients, employees and partners
- Support client satisfaction, business growth, risk and compliance management, and adherence to current practices and policies
Requirements
- General college diploma in a related field
- A minimum of one year 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
- Benefits apply based on eligibility criteria
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