Conseiller Ou Conseillère - Gestion De Patrimoine

Desjardins General Insurance

Competitive salary; annual bonus; defined benefit ...
Hybrid
360-degree wealth management approach
Client relationship development
Financial strategy formulation
Desjardins General Insurance is seeking a Wealth Management Advisor to manage and cultivate relationships with affluent clients. The role involves creating personalized financial strategies and providing high-level advisory services while collaborating with a team of specialists

Job Summary

  • The role involves developing personalized strategies and offering tailored advice to meet the financial and personal goals of affluent clients.
  • Candidates will work in close collaboration with a team of professionals and specialist partners to deliver comprehensive 360-degree wealth management solutions.
  • The position offers a competitive salary, annual bonus, flexible vacation time starting from the first year, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Wealth Management Advisor to manage and cultivate relationships with affluent clients. The role involves creating personalized financial strategies and providing high-level advisory services while collaborating with a team of specialists.

Salary

Competitive salary; Annual bonus; Defined benefit pension plan; Flexible vacation; Collective insurance; Health and wellness reimbursement

Skills & Requirements

Must-have

  • 360-degree wealth management approach
  • Client relationship development
  • Financial strategy formulation
  • Sales target achievement
  • Complex case management

Nice-to-have

  • High-end service orientation
  • Market trend awareness
  • Interpersonal relationship mastery
  • Agile learning capability
  • Business networking presence

Key Requirements

  • Bachelor's degree in relevant discipline
  • Minimum four years of relevant experience
  • AMF Collective Savings Representative Certificate
  • AMF Financial Planning Certificate
  • Fluency in French required

Work Rights

Not specified

Tailored Resume

Cover Letter