Wealth Management Advisor
4 weeks ago
OverviewAs 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 :ResponsibilitiesAdvise 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 offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* Benefits apply based on eligibility criteria.What you bring to the tableBachelor's degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsSpecialized 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 competitorsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisseKnowledge of the Desjardins business processes.Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning#LI-HybridTrade Union (If applicable)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.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 askJob FamilyMember/client sales and service (FG)Unposting Date2025-11-22 #J-18808-Ljbffr
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Associate Wealth
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Wealth Management Advisor
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Waterloo, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins 1 day ago – Be among the first 25 applicants 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’...
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Wealth Management Advisor
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Waterloo, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins 1 day ago – Be among the first 25 applicants 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’...
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Waterloo, Canada Desjardins Full timeA leading financial institution in Quebec is looking for a Wealth Management Advisor to build and maintain relationships with members and clients. The advisor will assess needs, provide financial solutions, and participate in community outreach. Candidates should have a bachelor’s degree, relevant experience, and a mutual fund representative certificate....
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Waterloo, Canada Desjardins Group Full timeA leading financial services organization in Waterloo is seeking a Wealth Management Advisor to develop and maintain trusting business relationships with members and clients. You will advise clients on financial strategies and manage their satisfaction while staying updated on industry trends. Candidates must have a relevant Bachelor's degree and mutual fund...
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Waterloo, Canada Desjardins Group Full timeA leading financial services organization in Waterloo is seeking a Wealth Management Advisor to develop and maintain trusting business relationships with members and clients. You will advise clients on financial strategies and manage their satisfaction while staying updated on industry trends. Candidates must have a relevant Bachelor's degree and mutual fund...
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Wealth Management Advisor
4 weeks ago
Waterloo, Canada Desjardins Group Full timeOverviewAs 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...
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