Wealth Management Advisor
3 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-07
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.
General Information on the Position
Main 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.
Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1
**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 1 year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- 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
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Collaborates, Drive results, Innovation, Interpersonal Savvy
Work Location
Caisse Desjardins de l'Ouest de Laval
Trade Union
Unposting Date
2023-01-23
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.
-
Wealth Management Advisor
1 month ago
Laval, 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...
-
Private Wealth Advisor
1 day ago
Laval, Canada NBC Full timeArea of Interest: Wealth management ...
-
Private Wealth Advisor
2 days ago
Laval, Canada National Bank 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...
-
Private Wealth Advisor
1 day ago
Laval, Canada National Bank 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...
-
Personal Finance Advisor
7 days ago
Laval, 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...
-
Business Development Partner
4 days ago
Laval, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Receptionist - Laval
4 weeks ago
Laval, Canada Scotiabank Full timeRequisition ID: 179993 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Office Clerk
1 month ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**: Full time/Part time, In person with no option of remote work. **Schedule**:10am - 6pm, Monday to Friday. **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the phone and transferring phone calls -...
-
Office Clerk
1 month ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**: Full time/Part time, In person with no option of remote work. **Schedule**:10am - 6pm, Monday to Friday. **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the phone and transferring phone calls -...
-
Office Clerk
4 weeks ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**:Full time, in person with no option of remote work** **Schedule**:10am - 6pm, Monday to Friday. **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the phone and transferring phone calls - Data...
-
Administrative Assistant
4 weeks ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**: Full-time **Schedule**:10am - 6pm, Monday to Friday. **In-person, with no opportunity of remote work.** **Expected start date**: Immediately **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the...
-
Office Clerk
4 weeks ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**:Full time, in person with no option of remote work** **Schedule**:10am - 6pm, Monday to Friday. **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the phone and transferring phone calls - Data...
-
Administrative Assistant
3 weeks ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**: Full-time **Schedule**:10am - 6pm, Monday to Friday. **In-person, with no opportunity of remote work.** **Expected start date**: Immediately **Salary**: Depending on experience: starting at $15.50 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the...
-
Office Clerk
1 month ago
Laval, Canada Canadian Wealth Creation Centre Full time**Industry**: Financial **Job Type**:Full-time, in-person with no option of remote work** **Schedule**:10am - 6pm, Monday to Friday. **Salary**: Depending on experience: starting at $15.75 per hour. **Experience**: Client experience (mandatory) **Main responsibilities**: - Greeting clients - Answering the phone and transferring phone calls - Data...
-
Investment Advisor
4 weeks ago
Laval, Canada iA Groupe Financier- Centropolis Laval Full timeAre you fueled by challenges?Do you want :Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future!Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support...
-
Relational Private Banker
2 days ago
Laval, Canada National Bank Full timeNational Bank offers a wide range of financial services to individuals, businesses and public administrations in Canada, as well as specialized services to a select group of international clients.A career as a Relationship Private Banker in the Laval team at the National Bank means acting as an expert with wealthy clients.Your job: Identify and develop...
-
Relational Private Banker
2 days ago
Laval, Canada NBC Full timeArea of Interest: Wealth management ...
-
Emplois en conseils financiers
2 weeks ago
Laval, Canada Desjardins Full timeYou will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Laval region: Wealth...
-
Legal Advisor
1 month ago
Laval, Canada Mitsubishi HC Capital Canada Full timeBy joining Mitsubishi HC Capital Canada, you will be part of an exceptional team offering flexible and adaptive commercial Equipment Financing solutions to Canadian businesses. Whether it’s leasing, factoring, inventory finance, or asset-based lending, our teams are dedicated to offer the best service to our customers. In 2021, our company was awarded...
-
Laval, Canada Royal Bank Of Canada Full time*Job Summary* *Job Description* *What is the opportunity?* As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.As a valued partner, you will also assist with business...