Wealth Management Advisor

Desjardins • Drummondville, QC

8d • Onsite

About The Position

As a Wealth Management Advisor, the role involves developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. The advisor is responsible for understanding client needs, providing tailored financial advice, and helping them select appropriate solutions to achieve their financial goals. This position primarily serves an affluent individual and business owner client base, requiring strong interpersonal skills. The advisor drives results by developing strategies and recommending various financial products, including investments, loans, and insurance. They act as an expert advisor and resource in savings and investments, balancing client satisfaction, business objectives, profitability, and prudent risk management. Collaboration with various partners and experts is essential to design integrated strategies that meet client needs.

Requirements

• Bachelor's degree in a related field
• A minimum of two years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess 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 in the community.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees