Wealth Management Advisor
3 weeks ago
OverviewJoin to apply for the Wealth Management Advisor role at Desjardins.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.QualificationsBachelor\'s degree in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersStrong communication skills in both French and English, both oral and writtenWhat 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 equipmentBenefits apply based on eligibility criteriaAdditional informationJob family: Member/client sales and service (FG)Unposting Date: 2025-11-11Seniority level: Entry levelEmployment type: Full-timeJob function: Finance and SalesIndustry: BankingLocation: New Liskeard, Ontario, CanadaSalary: CA$60,000.00–CA$75,000.00 #J-18808-Ljbffr
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Wealth Management Advisor
3 weeks ago
New Liskeard, Canada Desjardins Full timeOverviewJoin to apply for the Wealth Management Advisor role at Desjardins.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...
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Wealth Management Advisor
1 week ago
New Liskeard, 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...
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Wealth Management Advisor
7 days ago
New Liskeard, Canada Desjardins Full timeAs a wealth management advisor at Desjardins Ontario Credit Union , 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...
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Wealth Growth Advisor — Flexible Vacation
3 weeks ago
New Liskeard, Canada Desjardins Full timeA leading financial services organization is seeking a Wealth Management Advisor in New Liskeard, Ontario. The role involves advising clients, managing business relationships, and staying updated on market trends. Candidates should hold a relevant bachelor's degree and have strong bilingual communication skills. This is a full-time position offering a...
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Wealth Growth Advisor — Flexible Vacation
3 weeks ago
New Liskeard, Canada Desjardins Full timeA leading financial services organization is seeking a Wealth Management Advisor in New Liskeard, Ontario. The role involves advising clients, managing business relationships, and staying updated on market trends. Candidates should hold a relevant bachelor's degree and have strong bilingual communication skills. This is a full-time position offering a...
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Data & AI Platform Owner
3 weeks ago
New Canada, NS Harbourfront Wealth Management Full time €145,000 - €150,000Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...
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Data & AI Platform Owner
1 week ago
New Canada, NS Harbourfront Wealth Management Full time €145,000 - €150,000Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...
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Banking Advisor Trainee
6 days ago
New Liskeard, Canada Scotiabank Full timeRequisition ID: 208441 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...
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Financial Advisor
3 weeks ago
New Westminster, Canada Scotiabank Global Site Full timeA leading bank in the Americas is looking for a Financial Advisor in New Westminster, British Columbia. The role involves building strong customer relationships, meeting sales targets, and providing expert financial advice. Ideal candidates will have a Mutual Funds licence and skills in wealth management, customer relationship management, and sales. This...
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Financial Advisor
3 weeks ago
New Westminster, Canada Scotiabank Global Site Full timeA leading bank in the Americas is looking for a Financial Advisor in New Westminster, British Columbia. The role involves building strong customer relationships, meeting sales targets, and providing expert financial advice. Ideal candidates will have a Mutual Funds licence and skills in wealth management, customer relationship management, and sales. This...
