![Desjardins Group](https://media.trabajo.org/img/noimg.jpg)
Wealth Manager
7 days ago
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 R 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 businessesKnowledge 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 Advisorremote 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.
#
-
Wealth Management Advisor
6 days ago
Montreal, Quebec, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for youABOUT USIT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...
-
Senior Analyst, Investment Management
7 days ago
Montreal, Quebec, Canada Altium Wealth Architecture Full timeAltium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...
-
Professional Wealth Branch Manager
6 days ago
Montreal, Quebec, Canada TD Bank Full timeProfessional Wealth Branch Manager:BRJob Category - Primary Wealth ManagementWork Location 1350 Rene-Levesque Blvd CorporateEmployment Type RegularCity MontrealTime Type Full TimeProvince/State QuebecHours 37.5Workplace Model OnsitePay DetailsDepartment Overview TD Private Wealth Management is a premier fullservice brokerage and wealth management business...
-
Senior Analyst in Wealth Management
6 days ago
Montreal, Quebec, Canada National Bank Full timeNational Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth Management Analyst. Your job Assess and identify clients'...
-
Senior Analyst in Wealth Management
7 days ago
Montreal, Quebec, Canada the Ladders Full timeNational Bank Financial Wealth Management is Canada's fifth largest investment dealer. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as a Senior Wealth
-
Global Wealth Management Intern
7 days ago
Montreal, Quebec, Canada UBS Full timeCanada Business management, administration and support Global Wealth ManagementJob Reference #BRCity MontrealJob Type Temporary / ContractYour role Are you a motivated selfstarter? Can you take an assignment and run with it? If you're ready to dive into a fastpaced, clientfocused work environment, an internship may be the right fit for you. You will work...
-
Wealth Management Advisor
6 days ago
Montreal, Quebec, Canada Desjardins Full timeAt 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...
-
Assistant Wealth Management
7 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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.Your job: Ensure effective communication between all parties...
-
Receptionist, Scotia Wealth Management
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Investment Advisor at ScotiaMcLeodAs a key player in Scotia Wealth Management, ScotiaMcLeod is well-known for its dedication to providing top-notch service and reliable investment guidance. Our financial advisors are committed to finding creative strategies to safeguard and increase their clients' capital.
-
Coordinator - External Transfers In
7 days ago
Montreal, Quebec, Canada IG Wealth Management Full timeLocation: MontrealIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...
-
Private Wealth Associate, Bilingual
6 days ago
Montreal, Quebec, Canada CWB Financial Group Full timeAtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we doPrivate Wealth Associate, BilingualLocation: Montreal, QuebecAtCWB...
-
Business Development Representative
7 days ago
Montreal, Quebec, Canada Manulife Wealth Full timeWe are the largest office for Manulife Wealth in Canada with over 8B in retail client assets under management and part of Manulife which has 1.4t under management. The ideal candidate will cultivate relationships with prospective clients in order to catalyze business development success.This individ
-
Associate - Wealth Management (Hybrid)
1 month ago
Montreal, Quebec, Canada National Bank Full timeJob PostingAttendance Hybrid Job Number 20905Category: ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 24-Jan-2024Location: Montreal, QuebecCity: MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as a Wealth Associate at National Bankis a job where you can...
-
Associate - Wealth Management (Hybrid)
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob PostingAttendance Hybrid Job Number 20905Category: ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 24-Jan-2024Location: Montreal, QuebecCity: MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as a Wealth Associate at National Bankis a job where you can...
-
Asset Manager IT CRM Wealth Management
6 days ago
Montreal, Quebec, Canada National Bank of Canada Full timePrimary Locations:Montreal, Quebec**:Attendance:Hybrid**:Employee Status:Regular**:Schedule:Full-time**: Are you an experienced manager with a broad vision who knows how to coach your team? Do you want to work in a dynamic and stimulating environment? Do you enjoy working in project mode and managing key suppliers?National Bank is offering you the...
-
Wealth Management Advisor
6 days ago
Montreal, Quebec, Canada Desjardins Full timeAs 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...
-
Senior Total Wealth Planner
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 197060Join a purpose driven winning team, committed to results, in an inclusive and high-performing culturePurpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide compre
-
Senior Total Wealth Planner
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 197060Join a purpose driven winning team, committed to results, in an inclusive and high-performing culturePurpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively p
-
Wealth Management Advisor
7 days ago
Montreal, Quebec, Canada Desjardins Full timeAs 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...
-
Wealth Associate
6 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeA 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.Your job: Support investment advisors in providing...