Wealth Management Advisor

3 weeks ago

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 Mercier time type Full time posted on Posted Yesterday job requisition id R2403441 .

As a wealth management advisor to the Caisse Desjardins de l’Ouest de la Montérégie , 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 1 year of relevant experience.

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

  • Hold a mutual fund representative certificate – Autorité des marchés financiers.

  • 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.

  • Knowledge of French is required.

  • Available for travel in the Ste-Martine region.

Drive results, Interpersonal Savvy

#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

2024-04-23 #J-18808-Ljbffr

  • Data analyst co-op student

    4 days ago

    Canada Mehra Wealth Management - CIBC Private Wealth Full time

    We’re building a relationship-oriented bank for the modern world. The Client Data Management and Process Re-engineering (CDM&PR) is a new team which has the mandate to onboard direct clients, funds, shared clients and broker counterparties for the Capital Markets lines of business as well as to manage a robust and effective client lifecycle process for...

  • Agriculture Agronomist

    3 weeks ago

    Canada Rack Petroleum Ltd. Full time

    Rack Petroleum Ltd. continually invests and implements local, independent research to support a sustainable future for farming. "The Rack" is known for its authentic approach to modern day agronomy. Our Ultimate Yield Program is an organized agronomic and financial farm management system designed to increase efficiency for our growers. The Rack prides...

  • Remote Insurance Advisor

    3 weeks ago

    Canada HUB International Full time

    Personal Insurance Advisor page is loaded Personal Insurance Advisor Solicitar remote type Hybrid Working locations Hinton, AB Edson, AB time type Full time posted on Publicado hace 10 días job requisition id R0023646 Ignite your potential. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and...

  • Senior Trust Officer, Estate

    4 days ago

    Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id 2407007 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Advisor - Public Affairs and Public Relations

    7 days ago

    Canada Desjardins Full time

    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...

  • Client Data Analyst

    3 weeks ago

    Canada Mehra Wealth Management - CIBC Private Wealth Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Data Analyst

    3 weeks ago

    Canada Mehra Wealth Management - CIBC Private Wealth Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Data Analyst

    3 weeks ago

    Canada Mehra Wealth Management - CIBC Private Wealth Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Data Analyst

    3 weeks ago

    Canada Mehra Wealth Management - CIBC Private Wealth Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Finance Advisor

    6 days ago

    Canada Desjardins Full time

    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...

  • Referral Partner

    1 week ago

    Canada Gold Investment Management Ltd. Full time

    3 days ago Be among the first 25 applicants Save this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Referral Partner (Advisor) at Gold Investment Management Ltd. . Direct...

  • Manager, Advisor Experience

    3 days ago

    Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: Bilingualism in English and French is an asset. **Work Model**:Hybrid **Alternate Title**: n/a **Additional Information**: The work location for this role is flexible across Canada. **The Opportunity**: We are a leading Canadian financial services co-operative committed to...

  • Personal Insurance Advisor

    3 weeks ago

    Canada HUB International Full time

    Personal Insurance Advisor page is loaded Personal Insurance Advisor Solicitar remote type Hybrid Working locations Hinton, AB Edson, AB time type Full time posted on Publicado hace 10 días job requisition id R0023646 Ignite your potential. Impact what matters. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our...

  • Advisor Trainee, Advisor Development Program

    3 days ago

    Canada Sun Life Financial Full time

    Advisor Trainee, Advisor Development Program page is loaded Advisor Trainee, Advisor Development Program Apply locations Bedford, Nova Scotia Edmonton, Alberta Montreal, Quebec Kelowna, British Columbia Winnipeg, Manitoba time type Full time posted on Posted 30+ Days Ago job requisition id JR00095294 You are as unique as your background, experience and...

  • Senior Project Manager

    2 days ago

    Greater Toronto Area, Canada, Ontario Apex Systems Full time

    Wealth Project ManagerApex Systems is a global IT services provider and our consulting practice has an opening for a Senior Project Manager with Wealth Management experience, product launch experience and portfolio management to place with our Client (Top 5 Canadian Bank).Client: Big 5 BankLocation: hybrid 1-2 days a week , Downtown Toronto, OntarioTerms: 6...

  • Senior Financial Advisor

    3 weeks ago

    Canada Canadian Imperial Bank of Commerce Full time

    Senior Financial Advisor (IIROC) page is loaded Senior Financial Advisor (IIROC) Apply locations Regina, SK time type Full time posted on Posted 30+ Days Ago job requisition id 2400964 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. ...

  • Client Success Advisor

    3 weeks ago

    Canada Vista Equity Partners Management, LLC Full time

    Client Success Advisor (Remote Opportunity) Bring your best and truest self. We celebrate what makes us different and what brings us all together. At Greenway Health, we are committed to an inclusive environment and a culture of belonging as we pursue our purpose of healthier communities, successful providers, and empowered patients. We are united in our...

  • Internal Auditor, Wealth Management

    7 days ago

    Canada Desjardins Full time

    As a senior audit, inspection or internal audit advisor, you assist with audits, inspections, and internal audits and help ensure the regularity of financial statements. You provide the organization with assurance on the level of control over operations, and you preserve and enhance operational control. You lead and influence development projects and...

  • Financial Advisor- IFC or CSC

    3 weeks ago

    Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor- IFC or CSC (Cantonese/Mandarin languages) page is loaded Financial Advisor- IFC or CSC (Cantonese/Mandarin languages) Apply locations Edmonton, AB Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id 2401897 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Private Banking Associate

    2 weeks ago

    Canada Canadian Imperial Bank of Commerce Full time

    Senior Private Banking Associate page is loaded Senior Private Banking Associate Apply locations Vancouver, BC time type Full time posted on Posted 8 Days Ago job requisition id 2408401 We’re building a relationship-oriented bank for the modern world. You will provide administrative and sales support to one or more Private Banking Advisors. As a...