Wealth Management Advisor
4 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 table Bachelor'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 requiredAction oriented, Customer Focus, Differences, Nimble learningTrade Union (If applicable)CAISSE DE PORT-CARTIER (20378 / Conv_Col_00049) (2018-03-15 - )
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Wealth Management Advisor
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Port-Cartiertime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2513211As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Advisor
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Port-Cartiertime type: Full timeposted on: Posted 26 Days Agojob requisition id: R2513211As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...
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Wealth Management Advisor
2 weeks ago
Port-Cartier, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. 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...
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Wealth Management Advisor
5 days ago
Port-Cartier, 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 financial...
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Strategic Wealth Advisor — Hybrid, Client Growth
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeA leading cooperative financial organization is seeking a Wealth Management Advisor for a hybrid role based in Port-Cartier. The successful candidate will be responsible for developing lasting relationships with clients, advising on financial strategies, and managing satisfaction. Applicants should have a Bachelor's degree and relevant experience, as well as...
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Strategic Wealth Advisor — Hybrid, Client Growth
3 weeks ago
Port-Cartier, Canada Desjardins Group Full timeA leading cooperative financial organization is seeking a Wealth Management Advisor for a hybrid role based in Port-Cartier. The successful candidate will be responsible for developing lasting relationships with clients, advising on financial strategies, and managing satisfaction. Applicants should have a Bachelor's degree and relevant experience, as well as...
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Personal Finance Advisor: Build Wealth
3 weeks ago
Port-Cartier, Canada Desjardins Full timeA leading financial institution in Côte-Nord, Port-Cartier is seeking a Personal Finance Advisor to develop and nurture relationships with clients. This entry-level role involves advising clients on financial strategies and products while ensuring their satisfaction. Candidates should have a college diploma and two years of experience in finance, alongside...
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Personal finance advisor
6 days ago
Port-Cartier, Canada Desjardins Group Full timeAs a personal finance 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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Associate Advisor
2 weeks ago
Port Coquitlam, Canada RBC Full timeThe RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.What will you do?Coordinate meetings and...
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Personal finance advisor
3 weeks ago
Port-Cartier, Canada Desjardins Full timeJoin to apply for the Personal finance advisor role at Desjardins 1 day ago Be among the first 25 applicants Required As a personal finance 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,...
