Private Wealth Manager

2 weeks ago

Ottawa, Ontario, 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 reflect the diversity of the members, clients and communities we serve.

Job Level

NV-11

As a private wealth manager, you help maintain business relationships and promote services offered to members and clients.

You develop and maintain business relationships with affluent or VIP clients—primarily members and clients, associations and groups—to ensure they are getting the most of their products and services and are fully satisfied with them.

You drive results by leveraging your

experience and expertise to help retain and support clients.

You intervene on behalf of clients with diversified and complex needs, where effective communication skills

and a clear understanding of needs expressed are essential. Your complex work and initiatives require extensive knowledge of the organization and your line of business.

You lead, influence and serve as expert advisor to clients and practitioners. You represent Desjardins and


enter the organization into agreements with members and clients, and have the latitude and frequent opportunities to establish and negotiate product and service terms.

Interpersonal savvy is essential.

General Information on the Position


More specifically, you serve high-net-worth clients for Desjardins Private Wealth Management and provide a comprehensive lineup of investment, tax planning, trust, financing, banking and other products and services.


Main responsibilities- Maintain lasting, personal business relationships with important clients to promote services- Manage accounts by serving as the link between clients and the organization and ensuring- that products and services are appropriately used and updated, and that they maintain satisfaction levels- Recommend strategies and solutions to reach objectives, such as sound risk management, portfolio profitability and improved business relationships- Identify and analyze member and client needs.

Develop custom solutions. Prepare integrated service offers that balance member/client satisfaction, profitability and risk and negotiate terms.

Other working conditions- Workplace : The work arrangement for the position is hybrid #LI-Hybrid- Number of jobs available: 2

Qualifications:

  • Bachelor's degree in a related field
  • A minimum of 8 years of relevant experience including 4 years in investment management
Please note that other combinations of qualifications and relevant experience may be considered- Hold a Chartered Financial Analyst designation- Hold a Canadian Investment Manager or Chartered Investment Manager designation- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

1173, chemin Cyrville Bureau 003 Ottawa

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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