Wealth Management Advisor

3 weeks ago


La Sarre, 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-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 and service standards

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Work Location

66, 5e Avenue Est La Sarre

Trade Union

Non Syndiqué

Unposting Date

2023-12-1

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.



  • La Pocatière, 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...

  • Advisory Agent

    4 weeks ago


    La Sarre, 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...

  • Insurance Advisor

    2 weeks ago


    Portage la Prairie, Canada Hub International Full time

    Ignite your potential. Impact what matters. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Insurance Advisor

    1 week ago


    Portage la Prairie, Canada HUB International Full time

    Ignite your potential. Impact what matters.Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Insurance Advisor

    1 week ago


    Portage la Prairie, Canada HUB International Full time

    Ignite your potential. Impact what matters.Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Insurance Advisor

    7 days ago


    Portage la Prairie, Canada HUB International Full time

    Ignite your potential. Impact what matters.Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Insurance Advisor

    1 week ago


    Portage la Prairie, Canada HUB International Full time

    Ignite your potential. Impact what matters.Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...


  • Portage la Prairie, Canada HUB International Full time

    Ignite your potential. Impact what matters. Hi, we’re HUB - a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...


  • Portage la Prairie, Canada Hub International Full time

    Ignite your potential. Impact what matters. Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...


  • La Prairie, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position...


  • La Sarre, 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...

  • Banking Advisor

    4 days ago


    La Malbaie, Quebec, Canada National Bank Full time

    Attendance On-Site Job Number: 19794 Category: Support Status: Permanent Type of Contract: Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours: 30 Posting date: 22-Feb-2024 Location: La Malbaie, Quebec City La Malbaie Province/State: Quebec Area of Interest: Advisory services, Personal banking A career as a Banking...

  • Banking Advisor

    4 days ago


    La Tuque, Canada National Bank of Canada Full time

    **Primary Locations**:La Tuque, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in La Tuque, 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...

  • Banking Advisor

    4 days ago


    La Malbaie, Canada National Bank Full time

    Attendance On-Site Job Number: 19794 Category: Support Status: Permanent Type of Contract: Permanent Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours: 30 Posting date: 22-Feb-2024 Location: La Malbaie, Quebec City La Malbaie Province/State: Quebec Area of Interest: Advisory services,...


  • Portage la Prairie, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a full-time or part-time Trainee - Insurance Advisor at our Portage, MB office at our Co-Op Marketplace location. Do you love to provide exceptional client service? If so, you will love working for...


  • Portage la Prairie, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Portage La Prairie (Co-Op Marketplace) location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a...


  • Portage la Prairie, Canada Westland Insurance Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Portage, MB office downtown. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...


  • Portage la Prairie, Canada Serenia Life Financial Full time

    Location: Manitoba Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial...

  • Field Safety Advisor

    1 month ago


    La Corey, Canada HEART LAKE CONSTRUCTION Full time

    Heart Lake Construction is a Civil Earthworks Construction company specializing in road building, lease and well pad construction, site reclamations, winter ice roads and more. Serving Alberta for over 18 years, backed by an outstanding commitment to safety and extensive leadership. We are looking to hire individuals who will contribute to our team of...


  • Portage la Prairie, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as a Designated Professional. This diverse team of professionals are dedicated to exceeding clients’ unique needs...