Wealth Management Advisor

3 weeks ago

VaudreuilSoulanges, Canada Desjardins Full time

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-08

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 affluent individual members and business owners. Interpersonal savvy is therefore essential.

You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 2 years 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- Knowledge of analysis of individual markets, business leaders, and the caisse's external environment- Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners- 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

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de Vaudreuil-Soulanges

Trade Union

Non Syndiqué

Unposting Date

2023-08-21

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

    4 weeks ago

    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. 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...

  • Advisor - Communications

    7 days ago

    Vaudreuil-Dorion, Canada Desjardins Full time

    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...

  • Banking Advisor

    2 weeks ago

    Vaudreuil-Soulanges (Coteau-du-Lac), Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a versatile and 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, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients and answer...

  • Banking advisor

    4 days ago

    Vaudreuil-Soulanges (Coteau-du-Lac), Canada National Bank Full time

    Youtube VideoA 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 offers...

  • Bilingual Talent Acquisition Advisor

    1 month ago

    Vaudreuil-Dorion, Canada Quadra Full time

    **Position**: Bilingual Talent Acquisition Advisor **Location**: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy) **Status**: Full-time, permanent (1) This is a great opportunity to be an integral part of a dedicated, enthusiastic and fun-loving HR team! We are looking for a motivated, authentic and creative individual to fill the role of Bilingual...

  • Banking Advisor

    1 week 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...

  • Talent Acquisition Advisor

    5 days ago

    Vaudreuil-Dorion, Canada Quadra Chemicals Full time

    Req # 407 Friday, May 3, 2024 Position: Talent Acquisition Advisor Location: Vaudreuil-Dorion, Quebec (Hybrid / Flexibility policy) Status: Full-time, permanent (1) Do you have a deep passion for people and enjoy building strong relationships? Do you enjoy creating and maintaining relationships and would like to work in an environment where...

  • Banking Advisor

    2 weeks 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

    3 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...

  • Technicien/ne

    4 weeks ago

    Vaudreuil-Soulanges, Canada CARAVANE 201 (2005) INC Full time

    (See below for English) **NOTRE ENTREPRISE**: Caravane 201 (2005) inc est une entreprise œuvrant dans le domaine du véhicule récréatif depuis 2005. Nous touchons tous les volets entourant les véhicules récréatifs de camping. Plusieurs services sont offerts à notre clientèle; la vente, la location, la réparation, le service, l'entreposage, les...

  • Advisor, Retail Services

    2 hours ago

    Vaudreuil-Dorion, Canada Banque Laurentienne Full time

    Vaudreuil- Sales and financial serviceFull Time- 26959- 09 February 2024**Laurentian Bank. Seeing beyond numbers** **Building a better and different financial institution** Financial Benefits Working Environment Commuting and Travelling Food and Drinks Nice to have Financial Benefits Pension plan Group Insurance Stock purchase program Mortgage,...

  • Associate Financial Advisor

    2 weeks ago

    Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Associate Financial Advisor

    2 weeks ago

    Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Associate Financial Advisor

    2 weeks ago

    Vaudreuil-Dorion, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Vaudreuil-Dorion, QC time type Full time posted on Posted Yesterday job requisition id 2411600 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Account Manager Commercial Banking

    2 days ago

    Vaudreuil-Dorion, Canada National Bank of Canada Full time

    **Attendance** Hybrid **Job Number** 15737 **Category** Senior Professionnal **Status**: Permanent**Schedule**: Full-Time**Posting date** 27-Jun-2023 **Location**: Vaudreuil-Dorion, Quebec**Area of Interest**: Advisory services, Commercial bankingA career as Account Manager in the Commercial & Wealth management team means having the responsibility of...

  • Financial Services Associate

    1 month ago

    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...

  • Financial Advisor

    1 month ago

    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...

  • Account Manager

    1 month ago

    Vaudreuil-Dorion, Canada Desjardins Full time

    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...

  • Associate Director of Product Management, Iam

    1 month ago

    Vaudreuil-Dorion, Canada S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 12 **The Team**: Platforms and Channels unit delivers technology products and services that provide frictionless access to S&P Global Data for our customers through self-service platforms and syndicated data. Product Management partners with internal stakeholders to understand thebusiness strategy to...

  • Operations Lead

    4 weeks ago

    Vaudreuil-Dorion, Canada Sephora Full time

    **Job ID**: 227625 **Store Name/Number**: QC-Vaudreuil (0882) **Address**: 3120 Boulevard de la Gare Unit 154, Vaudreuil-Dorion, QC J7V 0J5, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **Your role at Sephora**: - As **Team Lead, Operations**, you will be supporting all Operations related aspects of a specific Sephora store...