At a Glance
- Tasks: Help clients achieve financial goals through tailored investment and insurance recommendations.
- Company: Join Desjardins, a leader in wealth management with a hybrid work culture.
- Benefits: Enjoy flexible work arrangements, competitive salary, and professional growth opportunities.
- Other info: Engage in community outreach and stay updated on market trends.
- Why this job: Make a real difference in people's lives by guiding them to financial success.
- Qualifications: Bachelor's degree, relevant experience, and mutual fund representative certification required.
The predicted salary is between 45000 - 55000 $ per year.
Recommend investments, loans, and insurance products while supporting clients' financial goals through tailored wealth management strategies.
Desjardins offers a hybrid work arrangement.
This Wealth Management Advisor serves individual members and business owners through advice grounded in their financial situations.
You maintain lasting relationships, identify expected results, and collaborate with partners and experts on integrated strategies.
Industry awareness and interpersonal savvy are central.
Key Responsibilities
- Listen to needs and recommend suitable solutions
- Develop strategies supporting financial goals
- Identify expected results with members and clients
- Stay current on markets and industry practices
- Participate in caisse community outreach activities
Requirements
- Bachelor's degree in a related discipline
- At least one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of debt management and financial services compliance
Use investment, lending, insurance, and relationship management expertise to help Desjardins clients pursue appropriate financial solutions.
Financial Advisor Investments Loans Insurance in Laval employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
