Conseiller Associé Ou Conseillère Associée En Gestion De Patrimoine

Desjardins General Insurance

Competitive salary; annual bonus available; define...
Hybrid
Portfolio management responsibilities
Client relationship development
Securities product sales expertise
Desjardins General Insurance is seeking a Conseiller Associé(e) in Wealth Management to enhance client relationships and drive the sales of financial products. The ideal candidate should have relevant experience, a college diploma, and a focus on customer satisfaction and results

Job Summary

  • The role involves managing, prospecting, and developing business relationships with members and clients across various distribution channels.
  • Candidates will analyze complex client needs to propose integrated solutions including discretionary management, mutual funds, ETFs, and structured products.
  • 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 Conseiller Associé(e) in Wealth Management to enhance client relationships and drive the sales of financial products. The ideal candidate should have relevant experience, a college diploma, and a focus on customer satisfaction and results.

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Portfolio management responsibilities
  • Client relationship development
  • Securities product sales expertise
  • Market trend analysis capabilities

Nice-to-have

  • Agile learning mindset
  • Customer-oriented approach
  • Interpersonal relationship mastery
  • Results-driven orientation

Key Requirements

  • DEC technical diploma in appropriate discipline
  • Minimum three years of relevant experience
  • Registration with OCRI as an authorized representative
  • Fluency in French required

Work Rights

Not specified

Tailored Resume

Cover Letter