Investment Advisor

As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect.  This is a supporting role to the DAN referral advisor who is manage a large book of business. More specifically, you will be required to:

• Build strong partnership with our DAN (Desjardins Agent Network)and  the DAN Referral Financial advisor Team members

• Develop and maintain personalized business relationships with clients and members

• Provide advice that supports the strategies and business unit and meets the needs or our clients

• Engage and educate clients where needed to support financial empowerment 

• Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction

• Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector

• Meet regulatory requirements put forth by the dealer and the regulators

• Provide advice and support to current and potential clients with a continued effort on growth.

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 three years of relevant experience as Investment Advisor

• Please note that other combinations of qualifications and relevant experience may be considered

• Must hold a Mutual Funds License

• Strong communication skills in both Cantonese and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

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Trade Union (If applicable)

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!

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