Wealth Management Advisor
2 days ago
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 bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* What you bring to the tableBachelor's degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersKnowledge of French is requiredKnowledge of current financial, economic, political and legislative eventsSpecialized knowledge of tax, financial and succession issues for individuals and businessesKnowledge 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 competitorsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisseKnowledge of the Desjardins business processesAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learningTrade Union (If applicable)CAISSE DES GRANDS BOULEVARDS (ST-CLAUDE) (30522 / Conv_Col_00089) (2019-09-26 - )
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Wealth Management Advisor
2 weeks ago
Laval, 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...
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Wealth Management Advisor
1 week ago
Laval, 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...
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Senior Life and Wealth Advisor
8 hours ago
Laval, Quebec, Canada Co-operators Full timeCompany: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: HybridLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.The OpportunityWe are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society, and our team...
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Wealth Management Advisor
2 days ago
Laval, 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...
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ScotiaMcLeod Administrative Support Assistant
8 hours ago
Laval, Quebec, Canada Scotia Wealth Management Full timeRequisition ID: 248341ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...
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Client Experience and Operations Coordinator
1 week ago
Laval, Canada iA Private Wealth Full time**Client Experience and Operations Coordinator (Wealth Management)** **Hybrid | Laval | Full-time | $50,000 to $60,000 CAD + bonus potential** **About us** We are a growing boutique team within iA Private Wealth, serving business owners, cross-border families, and multi-generational households. Our approach is personal and detail-driven, with high...
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Wealth Associate
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Laval, Canada National Bank Full timeAttendance Hybrid Job number 30211 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 30-Dec-2025 Area(s) of interest: Wealth management Location(s): Laval Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a...
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Wealth Associate
1 day ago
Laval (administrative region), Canada National Bank of Canada Full timeAbout Private Wealth Management 1859 Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a...
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Regional Coordinator
2 weeks ago
Laval, Canada MD Financial Management Full timeRequisition ID: 193585 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Coordinator, Client Support is responsible for the execution of day to day operational tasks & activities to support the Region. **Duties & Responsibilities: (What you will do)** - Maintain office systems including but...
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Regional Coordinator
1 week ago
Laval, Canada MD Financial Management Full timeRequisition ID: 193585 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Coordinator, Client Support is responsible for the execution of day to day operational tasks & activities to support the Region. **Duties & Responsibilities: (What you will do)** - Maintain office systems including but...
