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 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 - Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Specialized knowledge of tax, financial and succession issues for individuals and businesses
- 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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Curious about Desjardins ? Click here
LI-Hybrid
**Trade Union (If applicable)**
CAISSE DU VIEUX-LONGUEUIL (30200 / CONV_COL_00061) (2018-12-20 - )
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**
2025-09-22
-
Longueuil, Canada Royal Bank of Canada Full timeA leading financial institution is seeking a self-motivated Life & Wealth Advisor to join its Field Sales team. This role entails connecting with clients to provide tailored insurance and financial advice, leveraging digital tools for superior service. Ideal candidates possess a post-secondary degree, a Life License, and strong business development skills....
-
Longueuil, Canada Royal Bank of Canada Full timeA leading financial institution is seeking a self-motivated Life & Wealth Advisor to join its Field Sales team. This role entails connecting with clients to provide tailored insurance and financial advice, leveraging digital tools for superior service. Ideal candidates possess a post-secondary degree, a Life License, and strong business development skills....
-
Financial Advisor Trainee Longueuil
5 days ago
Longueuil, Canada Scotiabank Full timeRequisition ID: 149512 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...
-
Mortgage Advisor
7 days ago
Longueuil, Canada Scotiabank Full timeRequisition ID: 189482 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...
-
Mortgage Advisor
3 days ago
Longueuil, Canada Scotiabank Full timeRequisition ID: 189482 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...
-
Financial Security Advisor, Insurance
2 weeks ago
Longueuil, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...
-
Financial Security Advisor, Insurance
2 weeks ago
Longueuil, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...
-
Senior Advisor Talent Management
2 weeks ago
Longueuil, Canada Agropur Full timeJob Type: Regular Under the supervision of the Director, Talent Management, the Senior Advisor, Talent Management plays a strategic role in designing and implementing programs that strengthen organizational capability, accelerate leadership development, and ensure a robust talent pipeline. This position partners with HR leaders and business stakeholders to...
-
Senior Advisor Talent Management
2 weeks ago
Longueuil, Canada Agropur Full timeJob Type: Regular Under the supervision of the Director, Talent Management, the Senior Advisor, Talent Management plays a strategic role in designing and implementing programs that strengthen organizational capability, accelerate leadership development, and ensure a robust talent pipeline. This position partners with HR leaders and business stakeholders to...
-
Senior Advisor Talent Management
2 weeks ago
Longueuil, Canada Agropur Full timeJob Type: Regular Under the supervision of the Director, Talent Management, the Senior Advisor, Talent Management plays a strategic role in designing and implementing programs that strengthen organizational capability, accelerate leadership development, and ensure a robust talent pipeline. This position partners with HR leaders and business stakeholders to...
