Wealth Management Advisor
2 weeks ago
Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394
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
* Advantages apply based on eligibility criteria.
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
#LI-Hybrid
Trade Union
Non SyndiquéAt 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
2024-06-26 About usDesjardins Group is not only North America’s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. 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.
#J-18808-Ljbffr-
Wealth Management Advisor
2 weeks ago
Lévis, QC, Canada Desjardins Group Full timeWealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 2 Days Ago job requisition id R2404394 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
-
Senior Advisor
2 months ago
Lévis, Canada Desjardins Group 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...
-
Senior Advisor
1 month ago
Lévis, Quebec, Canada Desjardins Group 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...
-
Advisor, Human Resources
2 days ago
Lévis, Canada Desjardins Full timeAs a human resources advisor, you help the organization meet its objectives by offering managers and employees integrated advisory services in all HR areas, including organizational design, talent management and acquisition, training and competency development, health management, total compensation, and workplace relations. You implement HR practices and...
-
Lévis, Canada Desjardins Full timeAs an internal auditor, wealth management 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 complex, highly...
-
Advisor Community Development Intern
1 month ago
Lévis, QC, Canada Desjardins Group Full timeAdvisor, System and infrastructure operations, maintenance and development page is loaded Advisor, System and infrastructure operations, maintenance and development Apply remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted Yesterday job requisition id R2403921 As an Advisor - System and...
-
Actuarial Advisor, Property Ratemaking
3 weeks ago
Lévis, Quebec, Canada Desjardins Group Full timeAs an Actuarial Advisor in the Property Ratemaking Department, you'll help us achieve our growth and profitability objectives in a number of ways, including by building statistical models to guide decision making and analyzing problems and business opportunities. The Property Ratemaking Department has a large team of talented actuaries who are responsible...
-
Actuarial Advisor, Property Ratemaking
3 weeks ago
Lévis, Canada Desjardins Group Full timeAs an Actuarial Advisor in the Property Ratemaking Department, you'll help us achieve our growth and profitability objectives in a number of ways, including by building statistical models to guide decision making and analyzing problems and business opportunities. The Property Ratemaking Department has a large team of talented actuaries who are responsible...
-
Banking Advisor
7 days ago
Saint-Henri-de-Lévis, Quebec, Desjardins, Canada National Bank Full timeA career as a Banking Advisor at National Bank is a varied role that allows you to 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 use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...
-
Senior Advisor, Risk management
1 month ago
Lévis, Canada Desjardins Group Full timeConseiller principal ou conseillère principale, Gouvernance en gestion des risques page is loaded Conseiller principal ou conseillère principale, Gouvernance en gestion des risques Postuler remote type Le mode de travail s’appliquant au poste est hybride locations Complexe Desjardins Montréal Lévis time type Temps plein ...
-
Lévis, Canada Desjardins Full timeAs a senior credit risk advisor, you assist with credit authorization, research, analysis and development to recommend implementation strategies and priorities for credit risk management best practices. You lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors. You help develop and recommend...
-
Senior Actuarial Advisor
3 weeks ago
Lévis, Quebec, Canada Desjardins Group Full timeReporting to the Corporate Actuarial Reserves' manager, you will play a key role in mandates related to the valuation of actuarial reserves. You will be at the heart of stimulating projects, within a department that is critical to the smooth running and operation of DGAG. Your team spirit will allow you to thrive by collaborating with multiple teams within...
-
Responsable de produit, Sécurité physique
1 week ago
Lévis, Canada Desjardins Full timeAs Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services to ensure a positive member/client experience. You will work in close collaboration with the project developer and business analyst to ensure the...
-
Financial Services Representative
2 weeks ago
Lévis, Quebec, Canada National Bank Full timeJob PostingAttendance Hybrid Job Number 20969Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 09-May-2024Location: Levis, Quebec CityLevis Province/State: QuebecArea of Interest: Advisory services, Personal bankingA career as Financial Services Representative in Investments at...
-
Sales Coordinator
1 month ago
Lévis, QC, Canada Puribec inc. Full timeAre you recognized for your ability to support a team’s sales force? Your mission is to serve your customers well, build customer loyalty and deliver an outstanding experience? You’re just the person we’re looking for, come and meet us! Puribec Inc, a Quebec company with expertise in water treatment since 1976, is expanding rapidly and is looking for...
-
Sr Legal Counsel
2 weeks ago
Lévis, QC, Canada Borea Construction Full timeDiscover positive energy here!Harnessing the power of the sun andwind to generate something big.Your mission should you accept it:Under the supervision of the Directorof Legal Affairs, you will have the opportunity to support and advisemanagement and internal teams on various matters of a commercial andcontractual nature as well as in matters of compliance...