Wealth management advisor
Desjardins · Richelieu, Canada · 3mo ago
Several opportunities are currently available in Richelieu-Yamaska region📍Make a real difference in the financial lives of our members.💚As a financial professional, you’ll play a key role, listening attentively to our members and clients in order to help optimize their financial wellbeing.🎯You’ll be responsible for providing exceptional service, offering high-quality financial solutions that are adapted to their needs.. More specifically, you will be required to:⤵️
Help members with their financing and investment needs.
Incorporate estate planning and wealth protection.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals
Stay on top of financial services industry news, market trends and best practices in your field.
What we offer*
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
* Benefits apply based on eligibility criteria.
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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
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. Just ask!
Job Family
Member/client sales and service (FG)