Publié il y a 2 mois
Wealth Management Advisor
@ Caisse Desjardins de Bellechasse
En bref
Caisse Desjardins de Bellechasse is hiring a full-time wealth management advisor to build lasting client relationships and recommend investment, loan and insurance solutions. The work involves advising members and business owners on financial goals, managing relationships and staying current on industry trends. The posting states a competitive salary with annual bonus, 4 weeks of flexible vacation, a defined benefit pension, and French is required.
Responsabilités :
- Conseiller les membres et clients sur leurs stratégies financières
- Gérer les relations d'affaires et évaluer la satisfaction
- Se tenir au courant de l'industrie des services financiers
- Participer aux activités de sensibilisation dans la communauté
Résumé des exigences :
- Baccalauréat dans un domaine connexe
- Au moins un an d'expérience pertinente
- Certificat de représentant en fonds mutuels de l'AMF
- Connaissance du français requise
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-09-23
- Première détection par notre source
- 2026-10-10
- Mise à jour du dossier source
- 2026-10-29
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Développement des affaires |
| Expérience | 1 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : minimes |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | French, English |
| Permis et certifications | Mutual fund representative certificate – Autorité des marchés financiers |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | related field |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Caisse Desjardins de Bellechasse
| Champ | Valeur |
|---|---|
| Taille | 10001+ |
| Siège social | Lévis |
| Offres sur Jobsy | 6 |
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:
- Advise members and clients on the best strategies and work with them to identify expected results.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Stay up-to-date on the financial services industry, market trends and best practices in your field.
- Participate in outreach activities and represent the caisse in the community.
What we offer*
- 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
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-12-24Journal
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