Private Wealth Manager
4 weeks ago
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.
Job Level
NV-11
As a private wealth manager, you help maintain business relationships and promote services offered to members and clients. You develop and maintain business relationships with affluent or VIP clients—primarily members and clients, associations and groups—to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results by leveraging your experience and expertise to help retain and support clients.
You intervene on behalf of clients with diversified and complex needs, where effective communication skills and a clear understanding of needs expressed are essential. Your complex work and initiatives require extensive knowledge of the organization and your line of business.
You lead, influence and serve as expert advisor to clients and practitioners. You represent Desjardins and enter the organization into agreements with members and clients, and have the latitude and frequent opportunities to establish and negotiate product and service terms. Interpersonal savvy is essential.
General Information on the Position
Main responsibilities- Maintain lasting, personal business relationships with important clients to promote services- Manage accounts by serving as the link between clients and the organization and ensuring that products and services are appropriately used and updated, and that they maintain satisfaction levels- Recommend strategies and solutions to reach objectives, such as sound risk management, portfolio profitability and improved business relationships- Identify and analyze member and client needs. Develop custom solutions. Prepare integrated service offers that balance member/client satisfaction, profitability and risk and negotiate terms
Other working conditions- Position located in Quebec. The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available: 1
**Qualifications**:
- Bachelor's degree in a relevant field- A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy
Work Location
2828, boulevard Laurier Québec
Trade Union
Non Syndiqué
Unposting Date
2023-02-1
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
-
Private Wealth Advisor
7 days ago
Quebec City, Canada National Bank of Canada Full timeA career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...
-
Manager, Financing Solutions
6 days ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Educating and Engaging IG Advisors Provide individual and Regional Office-level guidance to IG Advisors prior to financing referrals (i.e., client portfolio reviews) to help achieve sales targets Provide guidance to Advisors on: How and when to incorporate financing within the financial planning conversation and provide individual...
-
Associate Wealth Management
4 weeks ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, most notably with Diane Auger Wealth Management. **Your...
-
Wealth Management Advisor
1 month ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
1 month ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Advisor - Wealth Management
1 month ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Bilingual Advisor, IG Wealth Connect
5 days ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
-
Associate Investment Advisor
2 weeks ago
Dorval, Quebec, Montréal, Canada Manulife Wealth Full timeCompany DescriptionFor over 20 years, Manulife Wealth advisors have been providing personalized financial advice to Canadians. As a client of Manulife Wealth, you have access to the expertise and resources of Manulife, a global company that serves one in four Canadians and manages over $1.3 trillion in assets. With a network of over 1,000 independent...
-
Term Investment Specialist
1 month ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: French and English Location: Virtual/WFH Current hours of operation: Monday to Friday - 8AM-5PM Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies...
-
Coordinator Wealth Operations
1 week ago
Québec City, Canada IG Wealth Management Full timePosition Summary This position is responsible for client's clerical and financial requests. This position requires efficient processing of requests submitted mainly via fax and then ingested into Trex or initiated in Process Automation. Duties Include: Ensuring procedures and regulations are met for every account. Reviewing and ensuring all...
-
Client Service Assistant
1 month ago
Quebec City, Canada BMO Financial Group Full time2828 boul Laurier Quebec Quebec,G1V 0B9 This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. BMO Private Wealth is a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment management,...
-
Bilingual Manager Compliance
2 weeks ago
Québec City, Canada IG Wealth Management Full timeResponsibilities include: Conducting tier 1 supervision activities including; conducting reviews of daily and monthly trading, account opening and KYC updates, outside activities, social media supervision, and service-related complaint resolution on either the investment dealer or mutual fund dealer platform, and or both. Supporting IG Wealth...
-
Associate Investment Counsellor
1 month ago
Quebec City, Canada BMO Financial Group Full time2828 boul Laurier Quebec Quebec,G1V 0B9 As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans. Other duties include: - Support the achievement of business development, revenue, referral, retention and compliance goals. -...
-
Bilingual Advisor, IG Wealth Connect
5 days ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
-
Manager, Assurance and Accounting
1 month ago
City of Langley, Canada MNP LLP Full timeYou will need to login before you can apply for a job.Manager, Assurance and Accounting - Private Enterprise (Non-Audit) Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team...
-
Manager, Assurance and Accounting
4 weeks ago
City of Langley, Canada MNP LLP Full timeYou will need to login before you can apply for a job.Manager, Assurance and Accounting - Private Enterprise (Non-Audit) Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team...
-
Manager, Assurance and Accounting
4 weeks ago
City of Langley, Canada MNP LLP Full timeYou will need to login before you can apply for a job.Manager, Assurance and Accounting - Private Enterprise (Non-Audit) Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our Assurance & Accounting team...