Wealth Management Advisor guiding Desjardins members and business owners toward financial goals. Recommending investments, loans, and insurance through trusted client relationships.
About the role
- Senior personal advisor driving Desjardins member relationships, strategic sales, and client profitability in Montréal. Developing partnerships, retention strategies, and personalized solutions for complex client needs.
Responsibilities
- Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
- Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
- Develop member, client and stakeholder relationships, retention and satisfaction; develop retention tactics and strategies
- Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Provide service tailored to client needs in accordance with current strategies and practices
- Lead clients and practitioners on sales and service development projects, initiatives and activities impacting multiple business sectors
- Analyze complex problems and develop and implement personalized solutions tailored to client needs
- Serve as specialist and resource person for the unit, members and clients and represent the unit before decision-making bodies
- Help represent Desjardins and enter the organization into important agreements with clients
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented
- Customer Focus
- Differences
- Interpersonal Savvy
- Networks
- Nimble learning
- Strategic mindset
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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