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Wealth Management Advisor, Service Signature
DesjardinsWealth Management Advisor serving affluent clients in a hybrid role. Developing personalized strategies and maintaining business relationships, provide tailored financial advice at Desjardins.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing personalized financial strategies and maintaining strong business relationships with affluent clients. Proficient in financial planning and investment solutions, with a focus on achieving client goals and enhancing business growth.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateCertificate In Financial PlanningFluency In FrenchMinimum Four Years Of Relevant Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications & Qualifications
Mutual Fund Representative CertificateCertificate In Financial Planning
Industry Keywords
Business RelationshipsAffluent ClientsPersonalized StrategiesPromotional ActivitiesPublic Relations
About the role
Key responsibilities & impact- Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients.
- Develop personalized strategies and provide tailored advice and solutions.
- Work closely with a team of professionals and specialized partners from various fields.
- Drum up new business and develop the full potential of existing members and clients.
- Set goals and advise members and clients on the best strategies.
- Play an active role in promotional and public relations activities.
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Certificate in Financial Planning
- Knowledge of French is required
Benefits
Comp & perks- 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