Private Wealth Manager
3 weeks 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-11
As a private wealth manager, you help maintain business relationships and promote services offered to members and clients. You develop and maintain business relationships with affluent or VIP clients—primarily members and clients, associations and groups—to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results by leveraging your
experience and expertise to help retain and support clients.
You intervene on behalf of clients with diversified and complex needs, where effective communication skills
and a clear understanding of needs expressed are essential. Your complex work and initiatives require extensive knowledge of the organization and your line of business.
You lead, influence and serve as expert advisor to clients and practitioners. You represent Desjardins and
enter the organization into agreements with members and clients, and have the latitude and frequent opportunities to establish and negotiate product and service terms. Interpersonal savvy is essential.
General Information on the Position
More specifically, you serve high-net-worth clients for Desjardins Private Wealth Management and provide a comprehensive lineup of investment, tax planning, trust, financing, banking and other products and services.
Main responsibilities- Maintain lasting, personal business relationships with important clients to promote services- Manage accounts by serving as the link between clients and the organization and ensuring- that products and services are appropriately used and updated, and that they maintain satisfaction levels- Recommend strategies and solutions to reach objectives, such as sound risk management, portfolio profitability and improved business relationships- Identify and analyze member and client needs. Develop custom solutions. Prepare integrated service offers that balance member/client satisfaction, profitability and risk and negotiate terms.
Other working conditions- Workplace : The work arrangement for the position is hybrid #LI-Hybrid- Number of jobs available: 2
**Qualifications**:
- Bachelor's degree in a related field- A minimum of 8 years of relevant experience including 4 years in investment management
Please note that other combinations of qualifications and relevant experience may be considered- Hold a Chartered Financial Analyst designation- Hold a Canadian Investment Manager or Chartered Investment Manager designation- For vacant positions available in Quebec, please note that knowledge of French is required
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy
Work Location
1173, chemin Cyrville Bureau 003 Ottawa
Trade Union
Non Syndiqué
Unposting Date
2023-01-10
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.
-
Assistant Branch Administrator
1 month ago
Ottawa, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. - TD Wealth Private Investment Advice...
-
Outbound Cc Wealth Focused Mso1
4 days ago
Ottawa, Canada Aviso Wealth Full time**Position Overview**: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Outbound CC Wealth Focused MSO1
1 week ago
Ottawa, Canada Aviso Wealth Full timePosition Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU's profile in the community as a professional and preferred provider of wealth management products, services, and expertise, leading...
-
Outbound CC Wealth Focused MSO1
1 week ago
Ottawa, Canada Aviso Wealth Full timePosition Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Outbound CC Wealth Focused MSO1
22 hours ago
Ottawa, Canada Aviso Wealth Inc Full timePosition Overview: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Outbound CC Wealth Focused MSO1
1 week ago
Ottawa, Canada Aviso Wealth Inc Full timePosition Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Outbound CC Wealth Focused MSO1
7 days ago
Ottawa, Canada Aviso Wealth Inc Full timePosition Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Outbound CC Wealth Focused MSO1
7 days ago
Ottawa, Canada Aviso Wealth Inc Full timePosition Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Digital Wealth Associate
1 month ago
Ottawa, Canada Scotiabank Full time**Requisition ID**: 177388 **Cost Centre**: MD Management Limited We are committed to investing in our employees and helping you continue your career at Scotiabank. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Associate to join our team. As a...
-
Wealth Management Assistant
17 hours ago
Ottawa, Canada National Bank of Canada Full time**Primary Locations**:Ottawa, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...
-
Outbound CC Wealth Focused MSO1
6 days ago
Ottawa, ON, Canada Aviso Wealth Inc Full timePosition Overview: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...
-
Wealth Management – Associate Portfolio Manager
1 month ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Wealth Management – Associate Portfolio Manager
1 month ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Wealth Management – Associate Portfolio Manager
1 month ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Wealth Banker
6 hours ago
Ottawa, Canada Alterna Savings Full timeScope of Position The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...
-
Wealth Management Associate
17 hours ago
Ottawa, Canada National Bank of Canada Full time**Primary Locations**:Ottawa, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...
-
Wealth Management Assistant
7 days ago
Ottawa, Canada National Bank of Canada Full time**Primary Locations**:Ottawa, Ontario**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...
-
Wealth Banker
5 days ago
Ottawa, Canada Alterna Full time**Scope of Position** ***The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...
-
Analyst, Wealth Credit Structuring
18 hours ago
Ottawa, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Analyst, Wealth Credit Structuring - Halifax or Ottawa Requisition ID: 199594Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Analyst, Wealth Credit Structuring is responsible for...
-
Analyst, Wealth Credit Structuring
18 hours ago
Ottawa, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Analyst, Wealth Credit Structuring - Halifax or Ottawa Requisition ID: 199594Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Analyst, Wealth Credit Structuring is responsible for...