Wealth Management Advisor
Core
Develop and maintain trusting business relationships with individual members and business owners to provide tailored financial advice and 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
Knowledge of Desjardins business processes, competitor product knowledge, community outreach
Technologies
N/A
Responsibilities
Advise clients on strategies to identify expected results; Manage business relationships and assess satisfaction; Stay up-to-date on market trends and industry best practices; Participate in community outreach activities
Seniority
Entry-level to Mid-level, hands-on IC