Member Solutions Advisor delivering tailored financial solutions to members at Tru Cooperative Bank. Handling inquiries through various communication channels in a dynamic contact center environment.
About the role
- Wealth Management Advisor serving affluent clients in a hybrid role. Developing personalized strategies and maintaining business relationships, provide tailored financial advice at Desjardins.
Responsibilities
- Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.
- Develop personalized strategies and provide tailored advice and solutions.
- Work closely with a team of professionals and specialized partners from various fields.
- Drum up new business and develop the full potential of existing members and clients.
- Set goals and advise members and clients on the best strategies.
- Play an active role in promotional and public relations activities.
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Certificate in Financial Planning
- Knowledge of French is required
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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