Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Wealth Management Advisor responsible for advising clients on financial strategies and developing business relationships. Working with mass-affluent individuals and businesses in a hybrid role.
Responsibilities
- Advise members and clients on the best strategies and determine target outcomes.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.
- Participate in outreach activities and be present in the community.
- Conduct onsite visits of the businesses you serve.
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Hold the Financial Planner designation issued by the IQPF, or be willing to obtain it within the next 24 months
- Knowledge of French is required
- Available to work evenings or weekends on occasion, based on regional business development activities
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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