At a Glance
- Tasks: Build lasting relationships and provide tailored financial advice to clients.
- Company: Join a leading financial institution committed to equity and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, and comprehensive health benefits.
- Other info: Dynamic workplace with a focus on diversity and community engagement.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Bachelor's degree and one year of relevant experience required.
The predicted salary is between 63000 - 77000 $ per year.
Responsibilities
As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction.
You listen to their needs, offer advice that fits their financial situations, and help them choose appropriate solutions to meet their goals.
You work closely with a client base that mainly consists of individual members and businesses, so interpersonal savvy is essential.
You drive results by recommending investments, loans and insurance products while balancing client satisfaction, business objectives, profitability, and risk management.
You collaborate with partners and experts to design integrated strategies that meet member and client needs.
- 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.
Qualifications
- Bachelor's degree in a related field.
- Minimum of one year of relevant experience (other combinations of qualifications and relevant experience may be considered).
- Mutual fund representative certificate – Autorité des marchés financiers.
- Knowledge of French is required.
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.
Benefits
- Competitive salary and annual bonus.
- Four 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.
- Benefits apply based on eligibility criteria.
- Equity, Diversity and Inclusion
At Desjardins, we believe in equity, diversity and inclusion.
We are committed to welcoming, respecting, and valuing people for who they are as individuals, learning from their differences, and embracing their uniqueness.
We provide a positive workplace for all and have zero tolerance for discrimination of any kind.
Our teams reflect the diversity of the members, clients, and communities we serve.
If there is something we can do to 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.
Just ask!
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Wealth Management Advisor in Chibougamau employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
