Wealth Management Advisor

4 months ago

PortCartier, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.

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

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

LI-Onsite

Pourquoi travailler chez Desjardins? L’environnement de travail:
cliquez ici

Trade Union

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 Family

Member/client sales and service (FG)

Unposting Date

2024-10-30

  • Strategic Wealth Manager

    3 weeks ago

    Port Elgin, Canada Scotiabank Full time

    We are seeking a highly motivated and customer-focused Strategic Wealth Manager to join our team in Port Elgin, Ontario. As a key member of our Canadian Banking Branch network, you will play a crucial role in providing exceptional service to our customers.About the OpportunityThis is an excellent opportunity to build your career as a Senior Financial Advisor...

  • Financial Advisor

    6 months ago

    Port Coquitlam, Canada Scotiabank Full time

    Requisition ID: 198631 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Financial Advisor

    1 month ago

    Port Hope, Canada Scotiabank Full time

    Requisition ID: 209724 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Business Relationship Manager

    7 days ago

    Port Coquitlam, Canada HSBC Full time

    Opening up a world of opportunity. We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...

  • Financial Advisor

    6 months ago

    Port Moody, Canada Scotiabank Full time

    Requisition ID: 200616 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Banking Advisor-port Colborne

    6 months ago

    Port Colborne, Canada Scotiabank Full time

    Requisition ID: 187204 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Financial Advisor

    7 months ago

    Port Alberni, Canada Scotiabank Full time

    Requisition ID: 198859 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Financial Advisor

    2 months ago

    Port Elgin, Canada Scotiabank Full time

    Requisition ID: 211225 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Service Advisor

    6 months ago

    Port Coquitlam, Canada Metro Motors Full time

    **ATTENTION ALL SERVICE ADVISORS!** Metro Ford in Port Coquitlam is currently looking for an Experienced Automotive Service Advisor to join our team. If you’re motivated, care about customers, passionate about the automotive industry then we are looking for you. We need 1 Service Advisor who thrives in a culture, seeking to exceed customer expectations...

  • Service Advisor

    7 months ago

    Port Coquitlam, Canada Metro Motors Full time

    **ATTENTION ALL SERVICE ADVISORS!** Metro Ford in Port Coquitlam is currently looking for an Experienced Automotive Service Advisor to join our team. If you’re motivated, care about customers, passionate about the automotive industry then we are looking for you. We need 1 Service Advisor who thrives in a culture, seeking to exceed customer expectations...

  • Financial Advisor

    3 months ago

    Port Elgin, Canada Scotiabank Full time

    Requisition ID: 203984 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor 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...

  • Service Advisor

    2 months ago

    Port Perry, Canada Gus Brown Buick GMC Port Perry Full time

    We are seeking a highly motivated and customer focused Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repair. Your role will involve providing exceptional customer service, accurately assessing vehicle issues, and recommending appropriate services to...

  • Hse Advisor

    7 months ago

    Port Moody, Canada FLINT Corp. Full time

    **Job Description**: FLINT is seeking a local HSE Advisor to play a crucial role within our maintenance team at our client site in Port Moody, BC! **Join us on a permanent full-time basis on this 5-year maintenance project, and enjoy a supportive work environment and attractive perks! Enjoy heading home after work every Monday to Friday - a work schedule...

  • Automotive Service Advisor

    4 days ago

    Port Hawkesbury, Canada C & C Automotive Repair Full time

    We are looking for a Service Advisor / Writer to join our team and act as a liaison between our customers and our Service Technicians. Service Advisor responsibilities include greeting customers, listening to their needs and scheduling appointments as needed. They may also include creating written quotes, obtaining customer approval to perform repairs,...

  • Outside Sales Advisor

    6 months ago

    Port Coquitlam, Canada Thomson Heating and Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

  • Insurance Advisor

    7 months ago

    Port Perry, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Port Perry, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Legislative Services Advisor

    3 weeks ago

    Port Moody, Canada City of Port Moody Full time

    **Legislative Services Advisor (RFT)**: **Job order -**J1224-0270 - Regular Full-Time** **Title**Legislative Services Advisor (RFT) **Category**Legislative Services **City**Port Moody, British Columbia, Canada **Job Description**Legislative Services Advisor (RFT) The City of Port Moody is seeking a regular, full-time Legislative Services Advisor to join...

  • Sales - Product Advisor

    6 days ago

    Port Coquitlam, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Auto Group has 28 locations and 16 brands in Western Canada. We are continually expanding and acquiring new locations and brands while improving our market share. The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and...

  • Sales - Product Advisor

    24 hours ago

    Port Coquitlam, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Auto Group has 28 locations and 16 brands in Western Canada. We are continually expanding and acquiring new locations and brands while improving our market share. The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and...

  • Service Advisor

    7 months ago

    Port Moody, Canada Westwood Honda Full time

    **Westwood Honda has an opening for a full-time Service Advisor** Are you looking for a career in the auto industry? We would love you to join the Westwood Honda team at our state-of-the-art facility! If you are someone looking for secure, meaningful and long-term employment with room for growth, there’s a place for you here. We are looking for an...