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Wealth Management Advisor
DesjardinsWealth Management Advisor developing and maintaining relationships with clients for financial planning. Advising on investment strategies and managing business satisfaction and service quality.
About the role
Key responsibilities & impact- Developing and maintaining lasting and trusting business relationships with members and clients
- Advising members and clients on the best strategies and determining target outcomes
- Managing business relationships, assessing member/client satisfaction and service quality, following up and identifying areas for improvement
- Preparing comprehensive financial plans, targeted investment and financing strategies and insurance offers for clients
- Promoting digital solutions and helping members and clients start using them
- Conducting onsite visits of the businesses served
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Hold the Financial Planner designation issued by the IQPF, or be willing to obtain it within the next 24 months
- Knowledge of French is required
- Available to work evenings or weekends on occasion, based on regional business development activities
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of 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.
Hard Skills & Tools
Financial PlanningInvestment StrategiesInsurance OffersClient Satisfaction AssessmentDigital Solutions Promotion
Soft Skills
Relationship BuildingAdvisory SkillsCommunication Skills
Certifications
Mutual Fund Representative CertificateFinancial Planner Designation