Desjardins

Wealth Management Advisor

Victoriaville, CA

Sponsorship not specifiedDetected 62 days ago

Communication

About the role

As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management
approach, namely for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential. You work with a client base made up mainly of

Drum up new business and develop the full potential of existing members and clients.
Develop a comprehensive 360° offering based on member and client needs.
Actively contribute to meeting sales objectives by developing action plans based on the business plan.
Play an active role in promotional and public relations activities and maintain a presence in the business community.

You work with a client base made up mainly of high-income earners, professionals and business owners with complex, specific needs.
The complex nature of the work and initiatives requires extensive knowledge of your line of business.
You have leeway and opportunities to establish and negotiate product and service terms.
Bachelor's degree in a related field
Knowledge of French is required

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
Reimbursement of health and wellness expenses and telework equipment

This listing is sourced directly from Desjardins's careers page and normalized into a canonical job model.