Wealth Management Advisor

6 days ago


VaudreuilDorion, Quebec, Canada Desjardins Full time

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

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

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.

Job Family

Member/client sales and service (FG)

Unposting Date

  • Vaudreuil-Dorion, Quebec, 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...


  • Vaudreuil-Dorion, Quebec, Canada XTL Transport, Logistics, Distribution Full time

    1. Selection and recruitment Perform all activities related to the selection and the recruitment including behavioral based interviews, verification of references and coordinating tests; Make arrangements with the Managers and supervisor for interviews /road tests activities;2. Recording of data Ensure accurate and timely updates of the following:Open...


  • Vaudreuil-Dorion, Quebec, Canada XTL Transport, Logistics, Distribution Full time

    1. Selection and recruitment Perform all activities related to the selection and the recruitment including behavioral based interviews, verification of references and coordinating tests; Make arrangements with the Managers and supervisor for interviews /road tests activities;2. Recording of data Ensure accurate and timely updates of the following:Open...


  • Vaudreuil-Dorion, Quebec, Canada Spartan Staffing Solutions Full time

    Spartan Staffing Solutions has partnered with a leader in Material Handling Equipment rental and sales. Together we are in search of a Technical Trainer for their team in Vaudreuil-Dorion, Quebec Duties & ResponsibilitiesProvide technical solutions to support the dealer network regarding warranty, service and repair of products.Develop flat rates and codes...


  • Vaudreuil-Dorion, Quebec, Canada Quadra Full time

    Position: Customer Service SupervisorLocation: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy)Status: Permanent, full-time (1)Are you a charismatic leader looking for a role where you will make a difference to your team? Are you defined as an empathetic person, an excellent team player and a positive leader? You like challenges and making quick...


  • Vaudreuil-Dorion, Canada Desjardins Full time

    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...


  • Vaudreuil-Soulanges, 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...


  • Vaudreuil-Soulanges, 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...

  • Financial Advisor

    3 weeks ago


    Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 195412 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Financial Advisor you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective...


  • Vaudreuil-Dorion, 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...


  • Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 174288 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor - Pointe-Claire At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes...


  • Vaudreuil-Dorion, Canada Quadra Full time

    **Position**: Talent Acquisition Advisor **Location**: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy) **Status**: Full-time, permanent (1) Here is a great opportunity to be an integral part of a dedicated, enthusiastic HR team that enjoys having fun! We are looking for a motivated, authentic and creative individual to fill the role of Talent...


  • Vaudreuil-Dorion, Canada Quadra Full time

    **Position**: Talent Acquisition Advisor **Location**: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy) **Status**: Full-time, permanent (1) This is a great opportunity to be an integral part of a dedicated, enthusiastic and fun-loving HR team! We are looking for a motivated, authentic and creative individual to fill the role of Talent Acquisition...

  • Beauty Advisor

    1 day ago


    Vaudreuil-Dorion, Canada Sephora Full time

    **Job ID**: 239947 **Location**: QC-Vaudreuil (0882) **Address**: 3120 Boulevard de la Gare Unit 154, Vaudreuil-Dorion, QC J7V 0J5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut...


  • Vaudreuil-Dorion, Canada Quadra Chemicals Full time

    Req # 407 Friday, May 3, 2024 Position: Talent Acquisition Advisor Location: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy) Status: Full-time, permanent (1) Do you have a deep passion for people and enjoy building strong relationships? Do you enjoy creating and maintaining relationships and would like to work in an environment where...

  • Banking Advisor

    1 month ago


    Vaudreuil-Dorion, Canada National Bank of Canada Full time

    **Primary Locations**:Vaudreuil-Dorion, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Vaudreuil-Dorion, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and...


  • Vaudreuil-Dorion, Canada PRE-CA Full time

    En tant que conseiller en café Nespresso, vous enthousiasmerez les clients et contribuerez à stimuler les ventes de Nespresso en attirant les clients du commerce de détail et en faisant ressortir les produits en présentant les caractéristiques clés des produits, en armant les clients d'un savoir-faire en matière de café et en utilisant des outils...


  • Vaudreuil-Dorion, Canada Banque Laurentienne Full time

    Vaudreuil- Sales and financial serviceFull Time- 26959- 09 February 2024**Laurentian Bank. Seeing beyond numbers** **Building a better and different financial institution** Financial Benefits Working Environment Commuting and Travelling Food and Drinks Nice to have Financial Benefits Pension plan Group Insurance Stock purchase program Mortgage,...


  • Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    2 weeks ago


    Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 179712 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...


  • Vaudreuil-Dorion, Canada CIBC 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...


  • Vaudreuil-Dorion, Canada National Bank of Canada Full time

    **Attendance** Hybrid **Job Number** 15737 **Category** Senior Professionnal **Status**: Permanent**Schedule**: Full-Time**Posting date** 27-Jun-2023 **Location**: Vaudreuil-Dorion, Quebec**Area of Interest**: Advisory services, Commercial bankingA career as Account Manager in the Commercial & Wealth management team means having the responsibility of...


  • Vaudreuil-Dorion, Canada CIBC 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...