Wealth Management Advisor

2 weeks ago

SaintBrunodeMontarville, Quebec, Canada Desjardins Full time

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

* Benefits apply based on eligibility criteria.

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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

  • Wealth Management Senior Advisor

    1 week ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    RequiredAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor...

  • Wealth Management Advisor

    1 week ago

    Saint-Raymond, Quebec, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    6 days ago

    Saint-Ubalde, Quebec, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    2 days ago

    Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full time

    The 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 situation and...

  • Wealth Management Advisor

    2 weeks ago

    Salaberry-de-Valleyfield, Quebec, Canada Desjardins Full time

    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...

  • Wealth Management Advisor

    1 week ago

    Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full time

    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...

  • Senior Communications Advisor

    2 weeks ago

    Saint-Bruno-de-Montarville, Quebec, Canada The Groupe Master Full time

    Position Type: Temporary - End of August About the Role The Senior Communications Advisor plays a key role in internal communication strategy, particularly related to the iMpact transformation journey and supporting the Director of Communications across a wide range of initiatives. This position ensures that employees are well-informed, engaged and aligned...

  • Full-time beauty advisor

    2 weeks ago

    Saint-Bruno-de-Montarville, Quebec, Canada Miniso Lifestyle Canada Inc. Full time

    We are looking for a Full-time beauty advisor to join us in our Promenades St-Bruno location.Please visit our career page and submit your application.https://miniso-About MINISOMINISO Group is a global lifestyle retailer offering a variety of design-led lifestyle products. The Company serves consumers primarily through its large network of MINISO stores, and...

  • Senior Advisor

    1 week ago

    Saint-Augustin-de-Desmaures, Quebec, Canada House of Commons (Canada) Chambre des communes (Canada) Full time $70,000 - $80,000

    Company Description A Member of Parliament's office is a political and administrative workspace that serves as a direct link between the Member of Parliament (MP) and his or her constituents. The office is the main point of contact between the MP and the citizens of his or her constituency. It offers a range of services to the public, including:Assistance...

  • Senior Advisor

    1 week ago

    Saint-Augustin-de-Desmaures, Quebec, Canada House of Commons of Canada Chambre des communes du Canada Full time

    A Member of Parliament's office is a political and administrative workspace that serves as a direct link between the Member of Parliament (MP) and his or her constituents. The office is the main point of contact between the MP and the citizens of his or her constituency. It offers a range of services to the public, including:Assistance with federal issues...