Wealth management Advisor
Hybrid · Québec, Quebec, Canada
Job Summary
Wealth management Advisor responsible for developing and maintaining lasting relationships with members and clients, listening to their needs, and recommending investments, loans and insurance products to meet financial goals. Collaborate with partners to design integrated strategies, manage business relationships and service quality, stay current on industry trends, and participate in outreach activities representing the caisse in the community. The role emphasizes balancing member/client satisfaction with business objectives, profitability, and prudent risk management, while providing guidance on financial solutions and ensuring high-quality service delivery.
Required Qualifications
- Bachelor’s degree in a related field
- A minimum of one year of relevant experience
- Hold a Mutual fund sales representative certificate issued by the 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 all products and services offered by Desjardins and competitors
- 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 Desjardins processes and policies
- Drive results
- Interpersonal Savvy
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