Wealth Management Advisor
2 months 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 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- 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 Desjardins de Lachine
Trade Union
Non Syndiqué
Unposting Date
2024-03-22
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
2 months ago
Lachine, Canada Desjardins Full timeAs a wealth management advisor at the Caisse Desjardins de Lachine , 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...
-
Small Business Advisor
2 weeks ago
Lachine, Canada Scotiabank Full timeRequisition ID: 194041 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing**: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Small Business Advisor
2 days ago
Lachine, Canada Scotiabank Full timeRequisition ID: 194041 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing**: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Technical Advisor
2 weeks ago
Lachine, Canada Silencieux Federal Mufflers Full timeFederal Mufflers is seeking a full-time Technical Advisor. The Technical Advisor communicates directly with the customers and works to meet their maintenance and repair expectations. This position acts as a liaison between the mechanic and the customer. Strong communication French and English is a must. Minimum of 2 years Customer service skills are...
-
Mortgage Specialist
2 weeks ago
Lachine, Canada Scotiabank Full timeRequisition ID: 165630 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
-
Mortgage Specialist
2 weeks ago
Lachine, Canada Scotiabank Full timeRequisition ID: 173333 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
-
Mortgage Specialist
2 weeks ago
Lachine, Canada Scotiabank Full timeRequisition ID: 165630 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
-
Field Safety Advisor
19 hours ago
Lachine, Canada FedEx Freight Canada Full time**Job Description**: M-F, 07:00 start INDHP **POSITION OVERVIEW**: In partnership with stakeholders, the Field Safety Advisor will develop, recommend, implement and oversee initiatives to promote a safe working environment in accordance with all legislation/regulations and corporate requirements in support of our “Safety Above All” and “Living...
-
Banking advisor
3 weeks ago
Lachine East, Canada National Bank 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...
-
Ops Advisor
1 week ago
Lachine, Canada FedEx Freight Canada Full time**Job Description**: Start 08:00 INDQC **POSITION OVERVIEW**: Responsible for leading operations improvement related initiatives/processes to attain highest levels of service and profitability; while maintaining the integrity of company and relationships with customers. **ESSENTIAL JOB DUTIES/RESPONSIBILITES**: 1. Promote, educate, monitor, and support all...
-
Customer Experience Lead Lachine
2 weeks ago
Lachine, Canada Scotiabank Full timeRequisition ID: 171274 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Customer Experience Lead - Permanent full-time **What you’ll be doing** Our Customer Experience Leads are responsible for overseeing our high performing Retail Service teams. Scotiabank is a place where we put our customers...
-
HR Advisor
1 month ago
Lachine, Canada Cascades Full time**Welcome home** - At Cascades, - **sustainable development** means - **respecting the true nature** of our 10,000 talents. We put yourself first: - Passion-life balance _(flexible schedule of 40 hours/week)_ - Group insurance and pension plan with company contributions - Accessible gym space and/or financed sports activities - Profit sharing plan _(not...
-
HR Advisor
1 week ago
Lachine, Canada Cascades Full time**Welcome home** - At Cascades, - **sustainable development** means - **respecting the true nature** of our 10,000 talents. We put yourself first: - Passion-life balance _(flexible schedule of 40 hours/week)_ - Group insurance and pension plan with company contributions - Accessible gym space and/or financed sports activities - Profit sharing plan _(not...
-
Conseiller(ère) en Services Financiers
2 months ago
Lachine, Canada Spinelli Toyota Lachine Full time**Conseiller(ère) en services financiers Automobiles (F&I)** **Lieu : Concession Toyota, située à Lachine** **Horaire de travail sur 6 jours (du lundi au samedi)** Spinelli, établi depuis 1922, est la référence en matière de qualité dans le domaine de l'automobile à Montréal. **Sommaire du poste**: En tant que Conseiller(ère) en Services...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...
-
Lachine, Canada Scotiabank Full timeRequisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that...
