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Wealth Management Advisor
DesjardinsWealth Management Advisor developing lasting relationships with members and clients in Canada. Advising on financial strategies to meet goals while ensuring satisfaction and service quality.
About the role
Key responsibilities & impact- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes.
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify areas for improvement.
- Stay current with the financial services industry, market trends, and best practices in the field.
- Participate in outreach activities and represent the caisse in the community.
Requirements
What you’ll need- 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
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 retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
AdvisingCollaborationEvaluationCommunication
Certifications
Mutual Fund Representative Certificate