Wealth Management Advisor
2 weeks ago
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. Responsibilities 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 *Benefits 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 Action oriented Customer Focus Differences Drive results Interpersonal Savvy Nimble learning Trade 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 ask #J-18808-Ljbffr
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Private Client Relationship Manager
1 week ago
Coaticook, Canada Citizens Full timePrivate Client Relationship Manager - Laconia, NH **Description** At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and...
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Wealth Management Advisor — Remote
2 weeks ago
Coaticook, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern, Canada Desjardins Group Full timeA leading financial institution in Coaticook, Canada is looking for a Wealth Management Advisor to develop and maintain trusting relationships with clients. You will advise them on financial strategies, assess their satisfaction, and contribute to community outreach. The role requires a Bachelor's degree and at least one year of relevant experience, with...
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Banking advisor
2 weeks ago
Coaticook, Canada Banque Nationale du Canada Full timeArea(s) of interestAdvisory services, Personal bankingA 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...
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Banking advisor
2 weeks ago
Coaticook, Canada Banque Nationale du Canada Full timeArea(s) of interest Advisory services, Personal banking A 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...
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Technical advisor
2 hours ago
Coaticook, Canada Le Groupe JLD-Laguë Full timeAre you looking for a career and challenges that are EXTRAORDINARY? You’ve found the right place! Groupe JLD-Laguë is one of the largest John Deere dealerships in Eastern Canada, with 19 locations across Quebec and Ontario. Recognized as a leader in sales and service, we pride ourselves on excellence. Building warm, friendly, and genuine...
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Personal Finance Advisor
2 weeks ago
Coaticook, Canada Desjardins Group Full timeOverview As a personal finance 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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Financial Services Agent, Clientele
10 hours ago
Coaticook, Canada Desjardins Full timeAs a financial services agent, clientele at Caisse Desjardins des Verts-Sommets de l'Estrie, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by...
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Citizens Banker
1 week ago
Coaticook, Canada Citizens Full timeCitizens Banker **Description** Salary Range: $20 - $24 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. **What you'll do** Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a...
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Citizens Banker
2 days ago
Coaticook, Canada Citizens Full timeCitizens Banker **Description** Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. **What you'll do** Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a...
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Coaticook, Canada Groupe Montpetit Full timeLocation South Shore of Montreal with possibility of 100% remote work. Role Overview We are seeking an experienced lawyer with at least 7 years of practice and a diverse skill set, including insurance litigation, labor law, and family law. This position is ideal for a professional who no longer wishes to litigate, as it offers the opportunity to focus on...
