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Wealth Management Advisor
Desjardins. Advise members and clients on optimal strategies and collaborate with them to define desired outcomes.
About the role
Key responsibilities & impact- Advise members and clients on optimal strategies and collaborate with them to define desired outcomes.
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay up to date on the financial services industry, market trends and best practices in your field.
- Participate in outreach activities and represent the Caisse Desjardins in the community.
Requirements
What you’ll need- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Knowledge of French is required
- Action-oriented
- Customer-focused
- Respect for diversity
- Results-driven
- Strong interpersonal skills
- Quick learner
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
ATS Keywords
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Soft Skills
action-orientedcustomer-focusedrespect for diversityresults-drivenstrong interpersonal skillsquick learner
Certifications
Bachelor's degree