Wealth Management Advisor
2 weeks ago
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 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 processesBenefitsCompetitive 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 criteria.LocationCoaticook, Quebec, CanadaEquity, Diversity & InclusionAt 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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Wealth Management Advisor
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Saint-Sylvestre, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Coaticooktime type: Full timeposted on: Posted 3 Days Agojob requisition id: R2515349As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Advisor
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Saint-Raymond, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. Responsibilities As a wealth management advisor, you’ll develop and maintain lasting and trusting business relationships with members and clients, ensuring they are satisfied. Your role includes listening to members’ and clients’ needs, offering advice that...
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Wealth Management Advisor — Grow Client Wealth
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Saint-Pascal, Canada Desjardins Full timeA leading financial institution in Canada is looking for a Wealth Management Advisor to develop and maintain relationships with clients. The role requires advising members on financial solutions and ensuring client satisfaction. Ideal candidates will have a bachelor's degree and at least one year of relevant experience, with knowledge of financial products...
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Wealth Management Advisor — Grow Client Wealth
4 weeks ago
Saint-Pascal, Canada Desjardins Full timeA leading financial institution in Canada is looking for a Wealth Management Advisor to develop and maintain relationships with clients. The role requires advising members on financial solutions and ensuring client satisfaction. Ideal candidates will have a bachelor's degree and at least one year of relevant experience, with knowledge of financial products...
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Wealth Management Advisor
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Saint-Joseph-du-Lac, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins. 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...
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Wealth Management Advisor
4 weeks ago
Saint-Joseph-Du-Lac, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins. 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...
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Wealth Management Advisor
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Saint-Pascal, Canada Desjardins Full timeOverviewJoin to apply for the Wealth Management Advisor role at Desjardins.Get AI-powered advice on this job and more exclusive features.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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Saint-Georges, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. 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...
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Saint-Pascal, Canada Desjardins Group Full timeA noted financial services cooperative in Quebec seeks a Wealth Management Advisor. The role involves advising clients on financial strategies, managing relationships, and staying informed on market trends. Candidates should have a related bachelor's degree and relevant experience. Knowledge of French is required, and familiarity with financial, economic,...
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Saint-Pascal, Canada Desjardins Group Full timeA noted financial services cooperative in Quebec seeks a Wealth Management Advisor. The role involves advising clients on financial strategies, managing relationships, and staying informed on market trends. Candidates should have a related bachelor's degree and relevant experience. Knowledge of French is required, and familiarity with financial, economic,...
