Senior client relations advisor managing strategic group retirement savings accounts for Desjardins. Designing customized solutions, overseeing plan implementations, and supporting sales presentations.
About the role
- Wealth Management Advisor advising Desjardins members, businesses, and owners on investments, financing, insurance, and financial planning. Building relationships and identifying business opportunities in Saint-Jérôme.
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 situation
- Help members and clients choose appropriate financial solutions to meet their goals
- Work with mass-affluent individuals, businesses and business owners across all life stages
- Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
- Advise on savings and investments, financial planning, portfolio diversification, intergenerational transfers, and tax strategies
- Support the financial empowerment of members and clients while balancing satisfaction, business objectives, profitability, and prudent risk management
- Promote digital solutions and help members and clients use them
- Carry out financial transactions as needed and present self-serve solutions for future transactions
- Work with partners and specialists to design integrated strategies
- Identify business opportunities and refer members and clients to colleagues or other entities for specialized or day-to-day needs
- Advise members and clients on strategies and determine target outcomes
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvements
- Monitor financial services industry news, market trends, and best practices to identify business development opportunities
- Participate in outreach activities and be present in the community
- Conduct onsite visits of served businesses
Requirements
- Bachelor's degree in a related field
- A minimum of four 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
- Action oriented
- Complexity
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
- Tech savvy
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
Job title
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