Conseiller Ou Conseillère En Gestion De Patrimoine

Desjardins General Insurance

Chibougamau, QC, CA
Competitive salary; annual bonus included; benefit...
Hybrid
Develop sustainable client relationships
Provide tailored financial advice
Create investment and financing strategies
Desjardins General Insurance is seeking a Wealth Management Advisor in Chibougamau, QC, to cultivate and maintain strong business relationships with clients. The role involves providing tailored financial advice and strategies to meet clients' needs, along with a focus on achieving business objectives and risk management

Job Summary

  • The role focuses on developing and maintaining trusted, long-term business relationships with individual members and business owners.
  • You will advise clients on optimal strategies for investments, financing, and protection while ensuring risk management and profitability.
  • The company offers a competitive salary, annual bonus, flexible vacation time, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Wealth Management Advisor in Chibougamau, QC, to cultivate and maintain strong business relationships with clients. The role involves providing tailored financial advice and strategies to meet clients' needs, along with a focus on achieving business objectives and risk management.

Salary

Competitive salary; Annual bonus included; Benefits: 4 weeks flexible vacation, pension plan, health insurance, wellness reimbursement

Skills & Requirements

Must-have

  • Develop sustainable client relationships
  • Provide tailored financial advice
  • Create investment and financing strategies
  • Monitor market trends and financial news

Nice-to-have

  • Appreciate differences and diversity
  • Learn with agility
  • Client-oriented mindset
  • Action-oriented approach
  • Strong interpersonal skills

Key Requirements

  • Bachelor's degree in relevant discipline
  • Minimum two years of relevant experience
  • AMF Collective Savings Representative Certificate
  • French language proficiency required

Work Rights

Not specified

Tailored Resume

Cover Letter