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 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 drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. 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.
4 weeks of flexible vacation starting in the first year
~ Defined benefit pension plan that provides predictable, stable income throughout retirement
~ Reimbursement of health and wellness expenses and telework equipment

*  Bachelor's degree in a related field
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients.
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
Non Syndiqué At Desjardins, we believe in equity, diversity and inclusion. 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. Wealth Management Advisor
remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 16 Days Ago Wealth Management Advisor
remote type The work arrangement for the position is hybrid work locations 2 Locations time type Full time posted on Posted 13 Days Ago Senior Advisor - Wealth Management
remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 6 Days Ago About us
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.
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