Wealth Management Advisor guiding affluent members and business owners on investments, loans, and insurance. Building trusted relationships and integrated financial strategies at Desjardins.
About the role
- Wealth Management Advisor advising Montréal members and business owners on investments, loans, and insurance. Building trusted relationships and integrated financial strategies.
Responsibilities
- Develop and maintain lasting and 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
- 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
- Advise members and clients on strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
- Stay current on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- 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
- Ability to develop and maintain business relationships with affluent individual members and business owners
- Knowledge of financial services industry, market trends and best practices
- Ability to recommend investments, loans and insurance products
- Interpersonal savvy
- Action oriented
- Customer Focus
- Drive results
- Interpersonal Savvy
- Nimble learning
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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