Wealth Management Advisor

Website Desjardins Group

Job Description:

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.

Job Responsibilities:

  • 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.
  • 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.

Job Requirements:

  • A minimum of 2 years of relevant experience
  • Hold a mutual fund representative certificate – Autorité des marchés financiers
  • Bachelor’s degree in a related field
  • Knowledge of analysis of individual markets, business leaders, and the caisse’s external environment
  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business
  • Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
  • Knowledge of current financial, economic, political and legislative events

Job Details:

Company: Desjardins Group

Job Category: Private Jobs

Vacancy Type: Full Time

Job Location: Windsor, Ontario, CA

Application Deadline: N/A

Apply Here