Financial Services Advisor
1 week ago
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.
- 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.
- Bachelor's degree in a related field.
- A minimum of two years of relevant experience.
- Knowledge of French is required.
- Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members, and/or clients.
- Knowledge of current financial, economic, political, and legislative events.
- Knowledge of analysis of individual markets, business leaders, and the caisse's external environment.
- Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners.
- 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.
- Knowledge of service standards.
-
Associate Financial Advisor
4 weeks ago
Ormstown, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Advisor - Ormstown, QC page is loaded Associate Financial Advisor - Ormstown, QC Apply locations Ormstown, QC time type Full time posted on Posted 2 Days Ago job requisition id 2400563 We’re building a relationship-oriented bank for the...
-
Associate Financial Advisor
4 months ago
Ormstown, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Advisor - Ormstown, QC page is loaded Associate Financial Advisor - Ormstown, QC Apply locations Ormstown, QC time type Full time posted on Posted 2 Days Ago job requisition id 2400563 We’re building a relationship-oriented bank for the...
-
Associate Financial Advisor
4 months ago
Ormstown, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Advisor - Ormstown, QC page is loaded Associate Financial Advisor - Ormstown, QC Apply locations Ormstown, QC time type Full time posted on Posted 2 Days Ago job requisition id 2400563 We’re building a relationship-oriented bank for the...
-
Associate Financial Advisor
3 weeks ago
Ormstown, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Advisor - Ormstown, QC 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...
-
Associate Financial Advisor
3 weeks ago
Ormstown, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Advisor - Ormstown, QC 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...
-
Wealth Management Advisor
4 weeks ago
Ormstown, Canada Desjardins Group Full timeAs 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
Ormstown, Canada Desjardins Group Full timeAs 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 Services Specialist
1 week ago
Ormstown, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial advice and guidance to help them achieve their financial goals.Key...
-
Financial Services Specialist
1 week ago
Ormstown, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert financial advice and guidance to help them achieve their financial goals.Key...
-
Financial Services Associate Specialist
4 weeks ago
Ormstown, Canada CIBC Full timePosition Overview:The Financial Services Associate Specialist plays a crucial role in fostering client relationships and providing tailored financial solutions. This position requires a proactive approach to understanding clients' financial goals and delivering exceptional service.Key Responsibilities:Client Interaction: Engage with clients to identify their...
-
Financial Services Associate Specialist
5 days ago
Ormstown, Canada CIBC Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate Specialist to join our team at CIBC. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesClient Acquisition - Meet with clients to understand their...
-
Financial Services Associate Specialist
6 days ago
Ormstown, Canada CIBC Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate Specialist to join our team at CIBC. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesClient Acquisition - Meet with clients to understand their...
-
Financial Services Associate Specialist
4 weeks ago
Ormstown, Canada CIBC Full timePosition Overview:The Financial Services Associate Specialist plays a crucial role in engaging with clients to understand their unique financial goals and aspirations. This position involves providing tailored advice and developing comprehensive financial strategies that align with clients' needs.Key Responsibilities:Client Engagement: Collaborate with...
-
Financial Services Associate Specialist
4 weeks ago
Ormstown, Canada CIBC Full timePosition Overview:The Financial Services Associate Specialist plays a pivotal role in engaging with clients to comprehend their individual and business aspirations. This position involves advising on potential solutions and formulating a comprehensive financial strategy tailored to their needs.Key Responsibilities:Client Engagement: Interact with clients to...
-
Financial Services Representative, Ormstown
3 months ago
Ormstown, Canada CIBC Full timeWe’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...
-
Financial Services Representative
4 months ago
Ormstown, Canada CIBC Full timeWe’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...
-
Wealth Management Specialist
3 days ago
Ormstown, Canada Desjardins Full timeWealth Management Advisor Job Description **Role Summary** As a Wealth Management Advisor at Desjardins, you will be responsible for developing and maintaining long-term relationships with members and clients to ensure their financial needs are met. Your role will involve listening to their needs, providing personalized advice, and helping them achieve...
-
Wealth Management Specialist
3 days ago
Ormstown, Canada Desjardins Full timeWealth Management Advisor Job Description **Role Summary** As a Wealth Management Advisor at Desjardins, you will be responsible for developing and maintaining long-term relationships with members and clients to ensure their financial needs are met. Your role will involve listening to their needs, providing personalized advice, and helping them achieve...
-
Spécialiste associé services financiers
4 months ago
Ormstown, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Conseiller ou conseillère, Gestion de patrimoine
3 months ago
Ormstown, Canada Desjardins Full timeAs 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...