Wealth Management Advisor

2 weeks ago

Montreal, 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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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

Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with (language)-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 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

Curious to see your future colleagues in action?

Trade Union

Non Syndiqué

  • Wealth Management Advisor

    4 days ago

    Montreal, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and...

  • Wealth Management Advisor

    4 days ago

    Montreal, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and...

  • Wealth Management Advisor

    4 days ago

    Montreal, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R2405041 As a wealth management advisor, you’re responsible for developing and...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract Location: Oakville ON / Montreal QC Job Type: Hybrid (3 days from office) Payrate: $32/hr. on T4 Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract Location: Oakville ON / Montreal QC Job Type: Hybrid (3 days from office) Payrate: $32/hr. on T4 Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract:6 - 12 months contract Location:Oakville ON / Montreal QC Job Type:Hybrid (3 days from office) Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    1 week ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    2 weeks ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract Location: Oakville ON / Montreal QC Job Type: Hybrid (3 days from office) Payrate: $32/hr. on T4 Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...

  • Bilingual Wealth Management Advisor

    2 weeks ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Bilingual Wealth Management Advisor

    2 weeks ago

    Montreal, Canada Compunnel Inc. Full time

    We are hiring for our client, a leading Financial and Insurance service provider.Contract: 6 - 12 months contractLocation: Oakville ON / Montreal QCJob Type: Hybrid (3 days from office)Payrate: $32/hr. on T4Job Summary: The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business...

  • Associate Wealth Advisor

    4 weeks ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is...

  • Associate - Wealth Management

    2 weeks ago

    Montreal, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Senior Analyst in Wealth Management

    1 day ago

    Montreal, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Senior Analyst in Wealth Management

    2 days ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job Number 21294 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 30-May-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management National Bank Financial – Wealth Management is Canada's...

  • Associate - Wealth Management (Hybrid).

    7 days ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job Number 20905 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 24-Jan-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase...

  • Branch Manager

    1 month ago

    Montreal, Canada iA Private Wealth Inc. Full time

    Description Do you like juggling multiple priorities, being in contact with multiple stakeholders, all while using your problem-solving skills? The retail banking & branch management team at iA Private Wealth needs you to support their mission. Reporting to the Senior Branch Manager, the Branch Manager oversees all aspects of branch compliance...

  • Associate - Wealth Management (Hybrid).

    2 weeks ago

    Montreal, Canada National Bank Full time

    Job Posting Attendance Hybrid Job Number 20905 Category: Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date: 24-Jan-2024 Location: Montreal, Quebec City: Montreal Province/State: Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job...

  • Associate - Wealth Management (Hybrid)

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job PostingAttendance Hybrid Job Number 20905Category: ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 24-Jan-2024Location: Montreal, QuebecCity: MontrealProvince/State: QuebecArea of Interest: Wealth managementA career as a Wealth Associate at National Bankis a job where you can...

  • Wealth Associate

    2 weeks ago

    Montreal, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Wealth Associate

    7 days ago

    Montreal, Canada National Bank Full time

    Attendance Hybrid Job Number 20390 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 02-Apr-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase...