Wealth Management Advisor
On-site · Saint-Jean-sur-Richelieu, Quebec, Canada
Job Summary
Wealth Management Advisor responsible for developing and maintaining lasting relationships with members and clients, listening to needs, advising on strategies, investments, loans and insurance, and balancing member satisfaction with business objectives, profitability, and prudent risk management. Works with partners to design integrated strategies and participates in community outreach. Requires strong interpersonal savvy, knowledge of financial products and regulatory compliance, and ability to stay current on industry trends.
Required Qualifications
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate - Autorité des marchés financiers
- Knowledge of French is required
Desired Qualifications
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- 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 all products and services offered by caisse members and Desjardins distribution networks
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Knowledge of Desjardins policies and processes
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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