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Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Wealth Management Advisor – Saint-Hyacinthe (Hybrid)
Advise Desjardins Signature Service clients on personalized investment and financial strategies. Build client relationships and support business growth while managing risk and compliance.
Description
- Build and maintain relationships with mass-affluent Signature Service members and clients.
- Guide members and clients in carrying out savings, investment, and financial strategies using the 360° approach.
- Partner with the senior wealth management advisor to maintain client and expert-partner relationships.
- Provide premium support to members and clients.
- Implement strategies and track their follow-through.
- Recommend actions that support client satisfaction and business growth.
- Manage risk responsibly and follow compliance practices and policies.
- Develop business through regular contact with members, clients, and associates.
- Build personalized relationships to realize the potential of existing members and clients.
- Assess client needs and provide tailored guidance on investment and financial planning strategies.
- Advise the senior advisor on strategies and solutions for client plans.
- Track market movements and trends that affect investments.
- Take part in promotional activities, presentations, information sessions, and special events.
Requirements
- Bachelor’s degree in a related field.
- At least six years of relevant experience.
- Equivalent combinations of qualifications and relevant experience may be considered.
- French language proficiency is required.
- Ability to maintain high-quality, personalized business relationships.
- Ability to assess member and client needs and provide tailored advice and guidance.
- Sound risk management and compliance practices, including adherence to policies.
- Action-oriented.
- Effective communication.
- Customer focus.
- Appreciation of differences.
- Results-driven.
- Interpersonal savvy.
- Agility in learning.
Benefits
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined-benefit pension plan providing predictable, stable retirement income.
- Group insurance, including telemedicine.
- Reimbursement for health and wellness expenses and telework equipment.
- Hybrid work arrangement.
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