About the role

Wealth Management Advisor guiding Desjardins members and business owners toward financial goals. Developing integrated investment, lending, insurance, and wealth strategies.

Responsibilities

Develop and maintain lasting, trusting business relationships with members and clients
Listen to members’ and clients’ needs and provide advice suited to their financial situations
Help members and clients choose appropriate solutions to meet their financial goals
Advise on strategies and identify expected results
Develop strategies and recommend investments, loans and insurance products
Serve as an expert advisor and resource person in savings and investments
Balance member/client satisfaction, business objectives, profitability and prudent risk management
Work with partners and experts to design integrated strategies
Manage business relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Stay current on financial services industry trends and best practices
Participate in outreach activities and represent the caisse in the community

Bachelor's degree in a related field
A minimum of two 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
Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
Knowledge of products and services aimed at caisse members, Desjardins Business Centres, Desjardins components and distribution networks, and competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of Desjardins business processes
Knowledge of service standards
Available to work Monday to Friday, including 1 evening
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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