Wealth Management Advisor
5 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#LI-HybridWhat 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)
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Wealth Management Advisor
2 days ago
Shawinigan, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Shawinigantime type: Full timeposted on: Posted Yesterdayjob requisition id: R2600364As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Assistant
1 week ago
Shawinigan, Canada National Bank of Canada Full time**Primary Locations**:Shawinigan, Quebec**: **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...
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Wealth Management Advisor — Client Growth
4 days ago
Shawinigan, Canada Desjardins Group Full timeA leading financial services organization located in Shawinigan, Canada, is seeking a Wealth Management Advisor. This role is responsible for advising clients on financial strategies, managing business relationships, and ensuring client satisfaction. Candidates should hold a bachelor's degree and have at least one year of relevant experience. Knowledge of...
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Wealth Management Advisor
4 days ago
Shawinigan, 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...
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Hybrid Wealth Advisor for Personal
2 days ago
Shawinigan, Canada Desjardins Group Full timeA leading cooperative financial organization based in Shawinigan is seeking a Wealth Management Advisor to develop lasting relationships with clients. The role involves advising on financial strategies and solutions, requiring strong interpersonal skills and financial knowledge. Competitive salary, a defined benefit pension plan, and flexibility in vacation...
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Advisor, Investment and Financing
3 weeks ago
Shawinigan, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsTrois-RivièresLouisevilleSaint-BonifaceShawiniganNotre-Dame-du-Mont-Carmel time typeFull time posted onPosted 30+ Days Ago job requisition idR2500872 Several opportunities are...
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Advisor, Investment and Financing
3 weeks ago
Shawinigan, Canada Desjardins Group Full timeAdvisor, Investment and Financing page is loaded **Advisor, Investment and Financing**remote typeThe work arrangement for the position is hybrid work locationsTrois-RivièresLouisevilleSaint-BonifaceShawiniganNotre-Dame-du-Mont-Carmel time typeFull time posted onPosted 30+ Days Ago job requisition idR2500872 Several opportunities are...
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Hybrid Investment
3 weeks ago
Shawinigan, Canada Desjardins Group Full timeA leading financial services group in Canada is looking for an Advisor in Investment and Financing. This role requires attention to members' financial needs and delivering tailored solutions. Candidates will develop investment and insurance products while managing client relationships and improving service quality. You will join a cooperative that values...
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Hybrid Investment
3 weeks ago
Shawinigan, Canada Desjardins Group Full timeA leading financial services group in Canada is looking for an Advisor in Investment and Financing. This role requires attention to members' financial needs and delivering tailored solutions. Candidates will develop investment and insurance products while managing client relationships and improving service quality. You will join a cooperative that values...
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Banking advisor
3 weeks ago
Shawinigan, Canada National Bank of Canada Full timeBanking Advisor – National Bank of Canada Join to apply for the Banking advisor role at National Bank of Canada. Compensation: Between $55,200 - $66,900 per year. 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...
