Wealth management advisor
4 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 Knowledge of service standards Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning. Curious about Desjardins? Click here 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. We have zero tolerance for discrimination of any kind. Our teams reflect the diversity of the members, clients and communities we serve. If there's something we can do to 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
2 weeks ago
Saint-francois-du-lac, 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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Saint-Francois-du-Lac, Canada Desjardins Full timeA leading financial services organization in Saint-François-du-Lac is seeking a Wealth Management Advisor to develop relationships with members and clients. The advisor will provide tailored financial advice, manage client satisfaction, and stay informed about industry trends. Qualified candidates will have at least a Bachelor's degree, knowledge of French,...
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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
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
4 weeks ago
Coteau-du-Lac, Canada Desjardins Full timeAs a wealth management advisor, you’ll develop lasting, trusting relationships with members and clients to ensure their satisfaction and help them achieve their financial goals. You’ll provide tailored advice, recommend investment, loan, and insurance solutions, and maintain a balanced focus on client satisfaction, business objectives, profitability, and...
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Wealth Management Advisor
4 weeks ago
Coteau-du-Lac, Canada Desjardins Full timeAs a wealth management advisor, you’ll develop lasting, trusting relationships with members and clients to ensure their satisfaction and help them achieve their financial goals. You’ll provide tailored advice, recommend investment, loan, and insurance solutions, and maintain a balanced focus on client satisfaction, business objectives, profitability, and...
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Wealth management advisor
4 weeks ago
Saint-François-du-Lac, 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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Saint-François-du-Lac, Canada Desjardins Full timeA leading financial services organization in Saint-François-du-Lac is seeking a Wealth Management Advisor to develop relationships with members and clients. The advisor will provide tailored financial advice, manage client satisfaction, and stay informed about industry trends. Qualified candidates will have at least a Bachelor's degree, knowledge of French,...
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Wealth Management Advisor
4 weeks ago
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
4 weeks ago
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...
