Wealth Management Specialist

2 weeks ago

Chambord, Quebec, Canada Desjardins Full time
About the Role

As a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.

Key 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.
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.
Requirements
  • Bachelor's degree in a related field.
  • A minimum of one year of relevant experience.
  • 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.
Desired Skills
  • Action oriented.
  • Customer Focus.
  • Differences.
  • Drive results.
  • Interpersonal Savvy.
  • Nimble learning.

  • Wealth Management Advisor

    4 days ago

    Chambord, Quebec, Canada Desjardins Full time

    ## Wealth Management Advisor Role At Desjardins, we're seeking a skilled Wealth Management Advisor to join our team. As a key member of our financial services team, you'll be responsible for developing and maintaining lasting business relationships with our members and clients. Your role will involve listening to their needs, offering tailored advice, and...

  • Wealth Management Advisor

    4 days ago

    Chambord, Quebec, Canada Desjardins Full time

    ## Wealth Management Advisor Role At Desjardins, we're seeking a skilled Wealth Management Advisor to join our team. As a key member of our financial services team, you'll be responsible for developing and maintaining lasting business relationships with our members and clients. Your role will involve listening to their needs, offering tailored advice, and...

  • Financial Advisory Specialist

    4 weeks ago

    Chambord, Quebec, Canada Desjardins Full time

    As a Financial Advisory Specialist, your primary responsibility is to cultivate and sustain enduring and trustworthy relationships with clients and members, ensuring their satisfaction. Your role involves actively listening to their financial needs, providing tailored advice, and assisting them in selecting suitable solutions to achieve their financial...

  • Facilities Systems Specialist

    4 weeks ago

    Chambord, Quebec, Canada Cree Board of Health and Social Services of James Bay (CBHSSJB) Full time

    Position OverviewThe Facilities Systems Specialist is responsible for creating detailed plans, specifications, and various technical documents related to essential systems such as plumbing, heating, ventilation, air conditioning, and refrigeration.Key ResponsibilitiesDevelop comprehensive technical documentation that outlines system requirements and...

  • Financial Advisory Specialist

    4 weeks ago

    Chambord, Quebec, Canada Desjardins Full time

    As a Financial Advisory Specialist, your primary responsibility is to cultivate and sustain enduring and trustworthy relationships with clients and members, ensuring their satisfaction. Your role involves understanding the needs of clients and members, providing tailored advice that aligns with their financial circumstances, and assisting them in selecting...

  • Financial Advisory Specialist

    4 weeks ago

    Chambord, Quebec, Canada Desjardins Full time

    As a Financial Advisory Specialist, your primary responsibility is to cultivate and sustain enduring and trustworthy relationships with clients and members, ensuring their contentment with our services. Your role involves understanding the unique financial needs of clients, providing tailored advice, and assisting them in selecting suitable solutions to...

  • Banking advisor

    4 months ago

    Chambord, Canada National Bank Full time

    Youtube Video A 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...