Wealth Management Advisor
Hybrid · Laval, Quebec, Canada
Laval, Quebec, CanadaHybridFull TimeEntry LevelBachelors DegreeEnterprise
Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Develop and maintain lasting client relationships by listening to members and clients, advising on strategies across investments, loans, and insurance, collaborating with partners to design integrated financial solutions, and staying current with market trends and best practices. Represent Desjardins in the community, participate in outreach activities, and strive for service quality and client satisfaction while balancing business objectives and prudent risk management.
Required Qualifications
- Bachelor's degree in a related field
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of all products and services offered by Desjardins
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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