Wealth Management Advisor

2 months ago

Montréal QC, 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 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, busines s 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.

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non-unionized

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

2024-11-25

  • Junior Wealth Management Advisor

    4 months ago

    Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Associate Wealth Advisor/ Conseiller Associé en

    3 months ago

    Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Wealth Manager

    3 weeks ago

    Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf). Job Description: Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position...

  • Wealth Associate

    6 months ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Associate Wealth Advisor

    3 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Wealth Management Advisor

    4 weeks ago

    Montréal, QC, 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...

  • Wealth Management Advisor

    4 weeks ago

    Montréal, QC, 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...

  • Junior Wealth Management Advisor

    2 weeks ago

    Dorval, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf). Job Description: Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Junior Wealth Management Advisor

    2 weeks ago

    Dorval, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf). Job Description: Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Wealth Management Advisor

    2 months ago

    Montréal, QC, 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...

  • Wealth Management Advisor

    2 months ago

    Montréal, QC, 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...

  • Wealth Management Advisor

    2 months ago

    Montréal, QC, 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...

  • Wealth Tech Platform Specialist

    2 months ago

    Montréal, QC, Canada Sofistic.ai Full time

    **Job Title**: Wealth Tech Platform Specialist **Location**: Montreal **Job Type**: Full-time **Reports to**: Chief Revenue Officer **About Sofistic.AI**: At Sofistic.AI, we empower Wealth Advisors and Family Offices to drive financial success for their clients through cutting-edge technology solutions. Our platform leverages AI-driven insights to enhance...

  • Wealth Management Advisor

    3 months ago

    Montréal, QC, 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...

  • Wealth Advisor

    2 months ago

    Montréal, QC, Canada National Bank of Canada Full time

    A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice. **Your job** -...

  • Associate Wealth Advisor/ Conseiller Associé en Gestion de Patrimoine

    1 week ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...

  • Wealth Management Advisor

    7 days ago

    Montréal, 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...

  • Regional Sales Manager

    2 months ago

    Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time **What you will do**: - Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets - Prospect new leads and strengthen relationships with advisors by phone, virtually and a through face to face interaction. - Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload...

  • Private Wealth Advisor

    4 months ago

    Montréal, QC, Canada National Bank of Canada Full time

    A 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...

  • Assistant Wealth Management

    7 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...