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About the role

  • 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

Job title

Job type

Full Time

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridSaint JeromeCanada

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