Wealth management advisor
Desjardins•Granby, QC
•Remote
About The Position
Several opportunities are currently available in Richelieu-Yamaska region. Make a real difference in the financial lives of our members. As a financial professional, you’ll play a key role, listening attentively to our members and clients in order to help optimize their financial wellbeing. You’ll be responsible for providing exceptional service, offering high-quality financial solutions that are adapted to their needs.
Requirements
- Financial professional
- Exceptional service skills
- High-quality financial solutions
- Ability to adapt to member needs
- Knowledge of financing and investment needs
- Understanding of estate planning and wealth protection
- Business relationship management
- Ability to assess satisfaction and service quality
- Follow-up skills
- Ability to identify areas for improvement
- Ability to develop personalized wealth strategies
- Understanding of members’ financial, tax and personal goals
- Knowledge of financial services industry news, market trends and best practices
Responsibilities
- Help members with their financing and investment needs.
- Incorporate estate planning and wealth protection.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals
- Stay on top of financial services industry news, market trends and best practices in your field.
Benefits
- Competitive salary
- 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
- Reimbursement of telework equipment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
