Wealth Management Advisor at Caisse Desjardins working with clients to develop financial strategies. Building relationships and providing tailored solutions to fulfill financial needs.
Responsibilities
Advise members and clients on the most suitable strategies and work with them to identify expected outcomes.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay up to date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.
Requirements
Bachelor's degree in a related field
A minimum of one year of relevant experience
Mutual fund representative certificate — Autorité des marchés financiers (AMF)
Proficiency in French is required
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined-benefit pension plan providing predictable, stable retirement income
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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