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 helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose appropriate solutions
- Work closely with mass-affluent individuals, businesses, and business owners across all life stages
- Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
- Serve as a resource person for 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 start using them
- Carry out financial transactions and present self-serve solutions as needed
- Work with partners and specialists to design integrated strategies
- Identify business opportunities and direct members and clients to colleagues or other entities for specialized or day-to-day needs
- Advise members and clients on the best strategies and determine target outcomes
- Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
- Stay current on 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 the businesses served
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
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