Wealth Management Advisor
Core
Develop and maintain trusting business relationships with affluent individual members and business owners to provide financial advice and recommend solutions.
Role type
Wealth Management Advisor
Builds
Integrated financial strategies including investments, loans, and insurance products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, loan structuring, insurance product selection, tax planning, succession planning, debt management, regulatory compliance, cooperative financial principles
Preferred skills
Market analysis, business environment assessment, product knowledge across Desjardins network
Technologies
Desjardins business processes, distribution networks
Responsibilities
Advise members and clients on strategies to identify expected results; Manage business relationships and assess satisfaction; Stay up-to-date on industry trends and best practices; Participate in community outreach activities
Seniority
Mid-level, hands-on IC