Wealth Management Advisor

As a wealth management advisor, develop and maintain lasting business relationships with members and clients, provide financial advice, and recommend investments, loans, and insurance products.

Requirements

• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate
• Knowledge of French
• Knowledge of current financial, economic, political, and legislative events
• Specialized knowledge of tax, financial, and succession issues
• Understanding of financial services cooperatives

Benefits

• Competitive salary
• Annual bonus
• Flexible vacation
• Defined benefit pension plan
• Group insurance
• Reimbursement of health and wellness expenses
• Telework equipment