Wealth Management Advisor

4 days ago

New Liskeard, Canada Desjardins Full time

As a wealth management advisor at

Desjardins Ontario Credit Union

, 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 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

What you bring to the table- Bachelor's degree in a related field- A minimum of one year of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Mutual fund representative certificate from the Ontario Securities Commission- Knowledge of French is required- Advanced proficiency 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- Specialized knowledge of tax, financial and succession issues for individuals and businesses- Knowledge of debt management- Knowledge of compliance with legislation respecting the distribution of financial products and services- Available for travel in the New Liskeard and Earlton region

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date

2025-03-27

  • Wealth Management Advisor — Hybrid, Flexible Vacation

    4 weeks ago

    New Liskeard, Canada Desjardins Group Full time

    A leading financial cooperative is seeking a Wealth Management Advisor in Cochrane, Alberta. This role involves developing and maintaining trusting relationships with clients, advising them on financial strategies, and managing their financial goals. Candidates should have a Bachelor's degree, a mutual fund representative certificate, and strong...

  • Banking Advisor Trainee

    2 days ago

    New Liskeard, Canada Scotiabank Full time

    Requisition ID: 208441 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    2 days ago

    New Liskeard, Canada Scotiabank Full time

    Requisition ID: 204705 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...

  • Total Wealth Planner

    2 weeks ago

    (s): Canada : New Brunswick : Saint John Scotiabank Global Site Full time

    Requisition ID: 245277Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Administrative Assistant to Financial Advisor

    13 hours ago

    New Liskeard, Canada St.Cyr & Associates Full time

    **Job Summary** We are seeking an organized and detail-oriented **Administrative Assistant** to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service. **Key Responsibilities**: - Prepare and organize client meeting materials, summaries,...

  • Automotive Service Advisor

    5 days ago

    New Liskeard, Canada Gaston's Auto Centre Full time

    Must haves: - Knowledge of vehicle systems - Interpersonal skills - Excellent oral communication - Excellent organization - Good time management skills - Attention to detail - Able to work in a fast paced environment and under pressure - Able to learn quickly - Able to manage 2-4 people - Good computer skills What this job entitles: - Order parts from...

  • Advisor Associate

    1 week ago

    New Westminster, British Columbia, Canada MD Financial Management | Gestion financière MD Full time

    Requisition ID: 246910Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Regional Administrative Specialist contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

  • Technical Advisor

    1 week ago

    New Liskeard, Canada Mega Centre Kubota Full time

    The Technical Advisor is the direct link between the client and the technician. His responsibilities are to understand customer needs, respond to them and explain technical aspects. He must then notify the shop technician or the one on the road of any problems and repairs to be made on the machinery. **Duties related to the position;** - Opening and closing...

  • Regional Administrative Specialist

    2 weeks ago

    New Westminster, Canada MD Financial Management Full time

    Requisition ID: 233777 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients....

  • Product Manager/Financial Planning Specialist

    4 weeks ago

    New Canada Planworth Full time

    About us: Planworth makes it possible for advisors to deliver tailored financial, tax and estate planning guidance to more clients across a broader spectrum of wealth than ever before. Planworth is a B2B SaaS platform transforming the wealth planning experience and democratizing access to the best planning insights. Our Platform puts a virtual family...