Wealth Management Advisor - Remote

Overview

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction while offering tailored financial advice.

In Short

• Develop and maintain relationships with clients.
• Advise clients on financial strategies.
• Manage client satisfaction and service quality.
• Stay updated on market trends and best practices.
• Participate in community outreach activities.
• Collaborate with experts to design integrated strategies.
• Drive results through effective interpersonal skills.
• Knowledge of financial products and services.
• Provide advice on investments, loans, and insurance.
• Work towards achieving business objectives while managing risks.

Requirements

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate.
• Knowledge of French is required.
• Understanding of financial, economic, and legislative events.
• Specialized knowledge of tax and financial issues.
• Knowledge of compliance with financial legislation.
• Understanding of financial services cooperatives.
• Familiarity with Desjardins products and services.
• Strong drive for results and interpersonal savvy.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.
• Telework equipment provided.
• Equity, diversity, and inclusion initiatives.
• Positive workplace environment.
• Support for recruitment accessibility.
• Commitment to employee well-being.