Wealth Management Advisor - Salaberry-de-Valleyfield, Canada - Desjardins

Desjardins Salaberry-de-Valleyfield, Canada

1 month ago

Show more Collapse job

Full time

Description

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, Interpersonal Savvy

#LI-Hybrid

Trade Union

CAISSE SALABERRY-DE-VALLEYFIELD (AM T: 30080)

We have other current jobs related to this field that you can find below

Wealth Management Advisor

3 weeks ago

Desjardins Salaberry-de-Valleyfield, Canada

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 ha ...
Client Advisor

2 weeks ago

Royal Bank of Canada> Salaberry-de-Valleyfield, Canada

Job Summary · Job Description · What is the opportunity? · As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening exis ...
Wealth Management Advisor

3 weeks ago

Desjardins Vaudreuil-Dorion, Canada

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 ...
Wealth Management Advisor

3 weeks ago

Desjardins Beauharnois, Canada

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 ha ...
Wealth Management Advisor

3 weeks ago

Desjardins Laval, Canada

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 ha ...
Commercial Legal Advisor

2 weeks ago

beBee Professionals Laval, Canada Legal Advisors Freelance

beBee Professionals is looking for a Commercial Legal Advisor to join our team in Laval. The successful candidate will be responsible for providing legal advice and support to the company's commercial activities. · The ideal candidate should have a law degree and a minimum of 5 y ...
Home Sales Representative

1 week ago

VERTI STORE INC. Salaberry-de-Valleyfield, Canada

**You want a job you love**, · A job in which you are autonomous in the management of your files and your time. · Where your salary allows you to have a good lifestyle. · We are looking for talented people to join our team of advisors on the road. · You visit customers at home to ...
HR Professional

2 weeks ago

Owens Corning Salaberry-de-Valleyfield, Canada

Company Description · The Valleyfield plant's Human Resources Professional provides functional expertise and leadership to our unionized Valleyfield plant. Specifically, this individual is responsible for executing human resources strategies that enhance the talent and capacity o ...
Investment Advisor Assistant

3 days ago

Groom & Associates(és) Dorval, Canada

Title: Investment Advisor Assistant · Salary: Competitive · Status: Permanent, Full time · Location: Dorval/ West Island · Responsibilities: · - Support the Investment Advisor in the day-to-day management of client portfolios, ensuring that they are in line with risk profiles and ...
Conseiller en café Nespresso

3 weeks ago

Premium Retail Services Saint-Eustache, Canada Part time

Conseiller en café Nespresso | Nespresso Coffee Advisor · General Information · Company: PRE-CA · Location: St. Eustache, Quebec, J7R 4Z3 · Ref #: M56818 · Function: Brand Advocacy & Sales · Employment Duration: Part-time · Description and Requirements · En tant que conseiller ...
Conseiller en café Nespresso

3 weeks ago

Acosta Saint-Eustache, Canada

Conseiller en café Nespresso | Nespresso Coffee Advisor · General Information · Company: PRE-CA · Location: St. Eustache, Quebec, J7R 4Z3 · Ref #: M56818 · Function: Brand Advocacy & Sales · Employment Duration: Part-time · Description and Requirements · En tant que conseiller ...
Conseiller(ère) en ressources humaines

1 week ago

AURAY Châteauguay, Canada

Job Description · ENGLISH VERSION FOLLOWS · Conseiller(ère) en ressources humaines · Emplacement : Châteauguay · Domaine : Manufacturier · Permanent · Vous désirez jouer un rôle clé dans la gestion des relations de travail et être un pilier de la conception et de l'implémentatio ...
Conseiller(ère) en ressources humaines

1 week ago

AURAY Châteauguay, Canada

ENGLISH VERSION FOLLOWS · Conseiller(ère) en ressources humaines · Emplacement : Châteauguay · Domaine : Manufacturier · Permanent · Vous désirez jouer un rôle clé dans la gestion des relations de travail et être un pilier de la conception et de l'implémentation de stratégies en ...
Conseillère bilingue en ressources humaines- bilingue

1 week ago

Brandt Laval, Canada

Brandt est actuellement à la recherche d'un conseiller ou d'une conseillère en ressources humaines dévoué(e) pour se joindre à son équipe à Laval, au Québec. En tant que chef de file de l'industrie, Brandt s'engage à offrir un environnement de travail inclusif et collaboratif où ...
ère Principal, relations publiques Canada

2 weeks ago

Bell Flight Mirabel, Canada Full time

Conseiller.ière Principal, relations publiques Canada / Senior Advisor, Public Relations - Canada( Job Number: · Description Vue d'ensemble : · Bell est à la recherche d'un conseiller principal en relations publiques pour se joindre à l'équipe globale des communications str ...
Conseiller(ère) en gestion de changement

1 week ago

CB Canada Laval, Canada

Conseiller(ère) en gestion de changement // Change Manager - Bilingual English/French · Conseiller(ère) en gestion de changement · Dans le cadre de ses ententes avec ses différents clients, Procom est actuellement à la recherche d'un Conseiller(ère) en gestion de changement pour ...
Gestionnaire talent et exploitation des activités magasin

3 weeks ago

Sephora Mount Royal, Canada

Date: May 28, 2024 Location: Mont-Royal, QC, CA, H4P 2N2 · . · Identifiant de la demande: 249187 · Nom/numéro du magasin: QC--Royalmount (1590) · Adresse: 8500 Bd Décarie 8e étage, Mont-Royal, H4P 2N2 · Type demploi: Temps plein · Type de poste: Regular · Vous adorerez trava ...
ère Principal, relations publiques Canada

2 weeks ago

Textron Mirabel, Canada Full time

Conseiller.ière Principal, relations publiques Canada / Senior Advisor, Public Relations - Canada( Job Number: · Description Vue d'ensemble : · Bell est à la recherche d'un conseiller principal en relations publiques pour se joindre à l'équipe globale des communications str ...
Administrative Assistant

3 weeks ago

Randstad Canada Westmount, Canada Permanent

Our partner, a leading company in the insurance field, is looking for an administrative assistant for its Westmount office. We are looking for someone who wants to settle down long term. · As an administrative assistant, you will be the key person to provide support to the advis ...
ère, relations publiques Canada

2 weeks ago

Textron Mirabel, Canada Full time

Conseiller.ière, relations publiques Canada / Public Relations Advisor, Canada ( Job Number: · Description Vue d'ensemble : · Bell est à la recherche d'un conseiller principal en relations publiques pour se joindre à l'équipe globale des communications stratégiques et soute ...