Wealth Management Advisor
1 month 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 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 representative certificate - 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
Drive results, Interpersonal Savvy
Work Location
Caisse populaire Desjardins de l'Envolée
Trade Union
Non Syndiqué
Unposting Date
2024-04-4
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.
-
Service Advisor
4 weeks ago
Mirabel, Canada AutoCanada Inc. Full time**Full-Time Automotive Service Advisor** **Planete Mazda** **Mirabel, Quebec** Do you enjoy working in a team & providing amazing customer service? Join the Planete Mazda team! **Planète Mazda** is looking for an experienced full time **Service Advisor** to join our growing team! Reporting to the Service Manager, will play a key role in curating the...
-
Banking Advisor
4 weeks ago
Mirabel, Canada National Bank of Canada Full timeA 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...
-
Banking Advisor
4 weeks ago
Mirabel, Canada National Bank of Canada Full timeA 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...
-
Branch Advisor
2 days ago
Mirabel, Canada National Bank of Canada Full time**Primary Locations**:Mirabel, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Branch Advisor at the National Bank in the Laurentides, you'll live up to 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 provide...
-
Banking Advisor
3 days ago
Mirabel, Canada National Bank of Canada Full time**Attendance** On-Site **Job Number** 15810 **Category** Support **Status**: Permanent**Schedule**: Part-Time 30 hours**Posting date** 30-Jun-2023 **Location**: Mirabel, Quebec**Area of Interest**: Advisory services, Personal bankingsA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions...
-
Banking Advisor
1 week ago
Mirabel, Canada National Bank of Canada Full time**Primary Locations**:Mirabel, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: As a Banking Advisor at the National Bank, 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 provide high-quality advice as...
-
Banking Advisor
4 hours ago
Mirabel, Canada National Bank of Canada Full time**Primary Locations**:Mirabel, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in the Laurentians, 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 provide...
-
Personal Finance Advisor
3 weeks ago
Mirabel, Canada Desjardins Group Full timeremote type The work arrangement for the position is hybrid work locations 13845, chemin Saint-Simon, Mirabel 1070, boul. du Curé-Labelle Blainville 148, boulevard Sainte-Anne Sainte-Anne-des-Plaines time type Full time posted on Posted Yesterday job requisition id R2404897 As a personal finance advisor, at Caisse populaire de...
-
Personal Finance Advisor
3 weeks ago
Mirabel, Canada Desjardins Group Full timeremote type The work arrangement for the position is hybrid work locations 13845, chemin Saint-Simon, Mirabel 1070, boul. du Curé-Labelle Blainville 148, boulevard Sainte-Anne Sainte-Anne-des-Plaines time type Full time posted on Posted Yesterday job requisition id R2404897 As a personal finance advisor, at Caisse populaire de...
-
Personal Finance Advisor
3 weeks ago
Mirabel, Canada Desjardins Group Full timeremote type The work arrangement for the position is hybrid work locations 13845, chemin Saint-Simon, Mirabel 1070, boul. du Curé-Labelle Blainville 148, boulevard Sainte-Anne Sainte-Anne-des-Plaines time type Full time posted on Posted Yesterday job requisition id R2404897 As a personal finance advisor, at Caisse populaire de...
-
Personal Finance Advisor
3 weeks ago
Mirabel, QC, Canada Desjardins Group Full timeremote type The work arrangement for the position is hybrid work locations 13845, chemin Saint-Simon, Mirabel 1070, boul. du Curé-Labelle Blainville 148, boulevard Sainte-Anne Sainte-Anne-des-Plaines time type Full time posted on Posted Yesterday job requisition id R2404897 As a personal finance advisor, at Caisse populaire de l'Envolée , you’re...
-
Operations Support Agent
1 month ago
Mirabel, 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...
-
Recruteur / Recruiter (Mirabel,qc)
3 days ago
Mirabel, Canada Textron Full time**Recruteur / Recruiter (Mirabel,QC)** **Description**Qualifications** We are pioneers. We were the first to break the sound barrier and design the first functional jetpack. We were aboard NASA’s first lunar mission and brought advanced tiltrotor systems to market. Today, we are defining the future of on-demand mobility. At Bell, we are proud to be an...
-
Stagiaire en Environnement
1 month ago
Mirabel, Canada Airbus Full time**_**THE ENGLISH POSTING FOLLOWS** _** Airbus est un pionnier international de l'industrie aérospatiale. Nous sommes un leader dans la conception, la fabrication et la livraison de produits, services et solutions aérospatiaux à des clients à l'échelle mondiale. Nous visons un monde mieux connecté, plus sûr et plus prospère. Constructeur d'avions...
-
Airbus Canada Conseiller(ère), Acquisition Des
1 month ago
Mirabel, Canada Airbus Full time**Airbus **est un pionnier international de l'industrie aérospatiale. Nous sommes un leader dans la conception, la fabrication et la livraison de produits, services et solutions aérospatiaux à des clients à l'échelle mondiale. Nous visons un monde mieux connecté, plus sûr et plus prospère. Constructeur d'avions commerciaux, avec des divisions Espace...
-
Stage - Ergonome en Milieu de Travail (12 Mois)
1 month ago
Mirabel, Canada Airbus Full time**THE ENGLISH POSTING FOLLOWS*** Airbus est un pionnier international de l'industrie aérospatiale. Nous sommes un leader dans la conception, la fabrication et la livraison de produits, services et solutions aérospatiaux à des clients à l'échelle mondiale. Nous visons un monde mieux connecté, plus sûr et plus prospère. Constructeur d'avions...
-
Airbus Canada Conseiller, Acquisition Des
7 days ago
Mirabel, Canada Airbus Full time*THE ENGLISH POSTING FOLLOWS** **Airbus **est un pionnier international de l'industrie aérospatiale. Nous sommes un leader dans la conception, la fabrication et la livraison de produits, services et solutions aérospatiaux à des clients à l'échelle mondiale. Nous visons un monde mieux connecté, plus sûr et plus prospère. Constructeur d'avions...