Wealth Management Advisor

3 months ago

Lachine, 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, 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

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

2024-09-27

  • Small Business Advisor

    6 months ago

    Lachine, Canada Scotiabank Full time

    Requisition 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

    6 months ago

    Lachine, Canada Silencieux Federal Mufflers Full time

    Federal 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...

  • Sales Advisor

    6 months ago

    Lachine, Canada Newlook Full time

    Sales Consultant - NL/NLW Innovation, passion, vision, and respect are what driveus day by day. From our head office to all our stores, these values are held dear by our company and our teams. Our success? This is our commitment to contribute to the well-being of our customers and employees so that they can enjoy life to the fullest! They are, after all,...

  • Field Safety Advisor

    6 months 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...

  • Associate Financial Advisor

    6 days ago

    Lachine, 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...

  • Directeur(Trice) Financier

    4 days 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 : 40h Horaire variable (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...

  • Ops Advisor

    6 months 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...

  • Hse Coordinator/advisor

    2 months ago

    Lachine, Canada Metso Outotec Full time

    Join an industry leader and make a positive change in the sustainable use of the world’s natural resources. Together, we will transform the business and drive the industry toward a greener future. At Metso, you will be supported by our inclusive culture and a network of colleagues from around the world. With us, you will embark on a personal growth journey...

  • HR Advisor

    6 months 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

    6 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...

  • Product Safety Specialist

    6 months ago

    Lachine, Canada Siemens Energy Full time

    Become part of our Special community and support Siemens Energy as a highly valued technology company. We are looking for a Product and Functional Safety Specialist to help us craft the future. The role can be placed at any location globally. - This specialist is a recognized expert in the field of product and functional safety, working with a high level of...