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. More specifically, you will be required to: 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. #LI-Hybrid 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 Job Family Member/client sales and service (FG) Unposting Date 2026-01-8 #J-18808-Ljbffr
-
Wealth Management Advisor
2 weeks ago
Acton Vale, Canada Desjardins Full timeWe invite you to apply for the Wealth Management Advisor position at Desjardins. Overview As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits...
-
Client-Focused Wealth Advisor
2 weeks ago
Acton Vale, Canada Desjardins Full timeA financial cooperative in Montérégie is looking for a Wealth Management Advisor to develop lasting relationships with clients. The role involves advising clients, managing their financial strategies, and ensuring satisfaction. Applicants should have a Bachelor's degree, relevant experience, and knowledge of financial products. This full-time entry-level...
-
Wealth Management Advisor
1 week ago
Acton Vale, Quebec, 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 financial...
-
Hybrid Wealth Advisor: Client Strategy
2 weeks ago
Acton Vale, Canada Desjardins Group Full timeA leading financial services organization in Canada is seeking a Wealth Management Advisor responsible for developing strong relationships with clients. The ideal candidate will provide tailored financial advice, stay abreast of market trends, and ensure exceptional client satisfaction. Key qualifications include a Bachelor's degree, relevant experience, and...
-
Banking Advisor
1 week ago
Acton Vale, Canada National Bank of Canada Full timeYoutube Video 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 experience for branch clients. This role...
-
Personal Finance Advisor
2 weeks ago
Acton Vale, Canada Desjardins Group Full timeAs 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 their...
-
Home Financing Advisor
2 weeks ago
Acton, Canada Scotiabank Full timeRequisition ID: 132544 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. - . ** Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
LLQP-Licensed Life Insurance Advisor
1 week ago
Acton, Canada BIG Acton Full timeBuild your career with real ownership, strong commissions, and access to top insurance companies. BIG Acton is expanding its Life Insurance team — and we are looking for high-performing LLQP-licensed advisors who want more than just a job. Here, you build a business within a business , supported by modern technology, strong leadership, and a commission...
-
LLQP-Licensed Life Insurance Advisor
1 week ago
Acton, Canada BIG Acton Full timeBuild your career with real ownership, strong commissions, and access to top insurance companies. BIG Acton is expanding its Life Insurance team — and we are looking for high-performing LLQP-licensed advisors who want more than just a job. Here, you build a business within a business , supported by modern technology, strong leadership, and a commission...
-
LLQP-Licensed Life Insurance Advisor
2 weeks ago
Acton, Canada BIG Acton Full timeOverview BIG Acton is expanding its Life Insurance team and we are looking for high-performing LLQP-licensed advisors who want more than just a job. Here you build a business within a business, supported by modern technology, strong leadership, and a commission structure designed for serious earners. Your Role Advise clients on Life, Critical Illness,...
