Wealth Management Advisor (La Tuque)

Job Overview Temporary position for 12 months. 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, balancing member/client satisfaction, business objectives, profitability and sound risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. Responsibilities - Advise members and clients on the best investment and financial 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. - Participate in outreach activities and represent the caisse in the community. What we offer - Competitive salary and annual bonus. - 4 weeks of adaptable vacation starting in the first year. - Defined benefit pension plan. - Group insurance including telemedicine. - Reimbursement of health and wellness expenses and telework equipment. - Benefits apply based on eligibility criteria. Qualifications - Bachelor's degree in a related field. - A minimum of one year of relevant experience (other combinations may be considered). - Mutual fund representative certificate –Autorité des marchés financiers (if applicable). - Knowledge of French. - 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. - Available to work one evening per week at 7:00 p.m. - Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning. Equity, Diversity and Inclusion At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Apply on Kit Job: kitjob.ca/job/2pr7jc