Wealth Management Advisor

3 weeks ago

Lévis QC, Canada Desjardins Group Full time

Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to :

  • Advise members and clients on the best strategies and work with them to identify expected results.

  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

  • Stay up-to-date on the financial services industry, market trends and best practices in your field.

  • Participate in outreach activities and represent the caisse in the community.

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

*  Advantages apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of one year of relevant experience

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

  • Mutual fund representative certificate – Autorité des marchés financiers

  • Knowledge of French is required

  • Knowledge of current financial, economic, political and legislative events

  • Specialized knowledge of tax, financial and succession issues for individuals and businesses

  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors

  • Knowledge of debt management

  • Knowledge of compliance with legislation respecting the distribution of financial products and services

  • Understanding of the philosophy and fundamentals of financial services cooperatives

  • Knowledge of policies, legislation and standards related to products and services offered by the caisse

  • Knowledge of the Desjardins business processes

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union

Non Syndiqué

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

Job Family

Member/client sales and service (FG)

Unposting Date

2024-06-26 About us

Desjardins Group is not only North America’s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first

For vacant positions available in Quebec, please note that knowledge of French is required.

#J-18808-Ljbffr

  • Wealth Management Advisor

    3 weeks ago

    Montréal, QC, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

  • Wealth Management Advisor

    4 weeks ago

    Lévis, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394 As a wealth management advisor, you’re responsible for developing and maintaining...

  • Wealth Management Advisor

    4 weeks ago

    Lévis, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394 As a wealth management advisor, you’re responsible for developing and maintaining...

  • Wealth Management Advisor

    4 weeks ago

    Lévis, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394 As a wealth management advisor, you’re responsible for developing and maintaining...

  • Wealth Management Advisor

    1 month ago

    Sherbrooke, QC, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Sherbrooke time type Full time posted on Posted Yesterday job requisition id R2404860 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

  • Associate Investment Advisor

    4 weeks ago

    Dorval, QC, Canada Manulife Wealth Full time

    Company DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent...

  • Associate Investment Advisor

    4 weeks ago

    Dorval, QC, Canada Manulife Wealth Full time

    Company DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent...

  • Wealth Management Advisor

    3 weeks ago

    Sherbrooke, QC, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Sherbrooke time type Full time posted on Posted Yesterday job requisition id R2404860 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

  • Bilingual Wealth Management Advisor

    3 weeks ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract Location: Oakville ON / Montreal QC Job Type: Hybrid (3 days from office) Payrate: $32/hr. on T4 Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    4 weeks ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    4 weeks ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    2 weeks ago

    Montréal, QC, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Director, Business Operations Support

    3 weeks ago

    Québec, QC, Canada IG Wealth Management Full time

    POSITION SUMMARY The Director, Business Operations Support & Controls is responsible for providing oversight and strategic direction for the key functions delivering configuration of back-office systems supporting product launches, coordinating production issue resolution with IT partners, supporting mailings to advisors and clients scheduled and as needed...

  • Wealth Management Associate

    4 weeks ago

    Rimouski, QC, G0K, Les Basques, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within the team, Khalil Consulting Group. ...

  • Conseiller en Placements

    3 weeks ago

    Dorval, QC, Canada Manulife Wealth Full time

    Postes ET Stages à temps plein **** English will follow****Rejoignez notre équipe de gestion de patrimoine n°1 depuis 2002. Nous sommes déterminés à aider nos clients à atteindre leur bien-être financier en offrant des services de gestion de portefeuille, de planification de la retraite, de succession et de réduction d'impôt. Notre succès repose...

  • Conseiller en Placements

    3 weeks ago

    Dorval, QC, Canada Manulife Wealth Full time

    Postes ET Stages à temps plein **** English will follow****Rejoignez notre équipe de gestion de patrimoine n°1 depuis 2002. Nous sommes déterminés à aider nos clients à atteindre leur bien-être financier en offrant des services de gestion de portefeuille, de planification de la retraite, de succession et de réduction d'impôt. Notre succès repose...

  • Conseiller en Placements

    2 weeks ago

    Dorval, QC, Canada Manulife Wealth Full time

    Postes ET Stages à temps plein **** English will follow****Rejoignez notre équipe de gestion de patrimoine n°1 depuis 2002. Nous sommes déterminés à aider nos clients à atteindre leur bien-être financier en offrant des services de gestion de portefeuille, de planification de la retraite, de succession et de réduction d'impôt. Notre succès repose...

  • Conseiller en Placements

    1 week ago

    Dorval, QC, Canada Manulife Wealth Full time

    Postes ET Stages à temps plein **** English will follow****Rejoignez notre équipe de gestion de patrimoine n°1 depuis 2002. Nous sommes déterminés à aider nos clients à atteindre leur bien-être financier en offrant des services de gestion de portefeuille, de planification de la retraite, de succession et de réduction d'impôt. Notre succès repose...