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Associate Wealth Management Advisor
DesjardinsAssociate Wealth Management Advisor building client relationships at Desjardins. Selling securities products, analyzing client needs, and advising on solutions in a hybrid work setup.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining business relationships with clients, analyzing client needs, and providing personalized solutions. Proficient in selling securities products and services while driving results aligned with business objectives.
Highest-signal resume keywords
Business Relationship ManagementSecurities Product SalesClient Needs AnalysisPersonalized Solutions DevelopmentFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities Products KnowledgeBusiness DevelopmentClient Relationship ManagementNeeds AssessmentSolution Implementation
Soft Skills
CommunicationAdvisory SkillsProblem Solving
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
Client ServicesSales StrategiesDistribution ChannelsBusiness Objectives
About the role
Key responsibilities & impact- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Actively help develop and maintain business relationships with clients
- Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies
- Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
- Advise and assist current and potential members and clients
Requirements
What you’ll need- College diploma in a related field
- A minimum of three years of relevant experience
- 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 that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment