Wealth Management Advisor
On-site · Trois-Rivières, Quebec, Canada
Job Summary
Wealth Management Advisor responsibilities include advising members and clients on best strategies and expected results, managing business relationships and service quality, staying current on financial markets, and participating in outreach and community representation. The role involves designing integrated strategies and recommending investments, loans, and insurance products, collaborating with partners and experts to meet member/client needs, and ensuring prudent risk management within a Desjardins caisse context. Requires a bachelor’s degree in a related field, mutual fund representative certification, French language ability, and specialized knowledge in tax, financial, and succession issues for individuals and businesses.
Required Qualifications
- Bachelor's degree in a related field
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Specialized knowledge of tax, financial and succession issues for individuals and businesses
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of the Desjardins business processes
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.