Wealth Management Advisor

3 days ago


VaudreuilDorion, Canada Desjardins Group Full time

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. You 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 and make their projects happen. You work closely with mass‑affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self‑serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day‑to‑day needs. #J-18808-Ljbffr



  • Vaudreuil-Dorion, Canada Desjardins Group Full time

    A leading financial institution in Montérégie, Vaudreuil-Dorion, is seeking a Wealth Management Advisor to build and maintain trusting relationships with clients. The advisor will offer tailored financial solutions and prepare comprehensive plans while promoting digital strategies. Essential skills include interpersonal savvy and a strong understanding of...


  • Vaudreuil-Dorion, Canada Desjardins Full time

    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. You 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...


  • Vaudreuil-Dorion, Quebec, Canada Desjardins Full time

    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. You 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 and make...


  • Terrasse-Vaudreuil, Canada Desjardins Full time

    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. You 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...


  • Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 174288 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor - Pointe-Claire 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 performance-oriented culture that includes...


  • Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 238111 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Banking Advisor

    13 hours ago


    Vaudreuil-Dorion, Canada National Bank of Canada Full time

    **Primary Locations**:Vaudreuil-Dorion, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Vaudreuil-Dorion, you'll 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...

  • Banking Advisor

    4 days ago


    Vaudreuil-Dorion, Canada National Bank of Canada Full time

    **Primary Locations**:Vaudreuil-Dorion, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Vaudreuil-Dorion, you'll 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...

  • Financial Advisor

    1 week ago


    Vaudreuil-Dorion, Canada Scotiabank Full time

    Requisition ID: 179712 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...


  • Vaudreuil-Dorion, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...