Wealth Management Advisor

Desjardins • Quebec, QC

1d • Hybrid

About The Position

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Knowledge of current financial, economic, political and legislative events
• Specialized knowledge of tax, financial and succession issues for individuals and businesses
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
• Knowledge of debt management
• Knowledge of compliance with legislation respecting the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of policies, legislation and standards related to products and services offered by the caisse
• Knowledge of the Desjardins business processes
• Knowledge of service standards
• Drive results
• Interpersonal Savvy

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
• Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients.
• Ensure that products and services are appropriately used and updated and maintain satisfaction levels.
• Analyze sources of dissatisfaction and recommend solutions.
• Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer.
• Negotiate applicable conditions with members and clients.
• Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
• Identify business development opportunities to maintain the competitiveness of products and services.
• Carry out various promotional activities related to caisse operations.
• Take part in public relations activities and provide a presence in the business community.
• Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
• Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services.
• Ensure sound and prudent risk management for the portfolio under his/her responsibility.

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 and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level