Jobs
>
Sainte-Anne-de-Beaupré

    Wealth Management Advisor - Sainte-Anne-de-Beaupré, Canada - Desjardins

    Desjardins
    Desjardins Sainte-Anne-de-Beaupré, Canada

    3 weeks ago

    Desjardins background
    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. Advise members and clients on the best strategies and work with them to identify expected results. More specifically, you will be required to :

  • 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

    • Advantages 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
  • 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
    • Drive results, Interpersonal Savvy

    #LI-Hybrid

    Trade Union

    Non Syndiqué

    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

  • Beneva

    Change Management Advisor

    2 days ago

    Beneva Quebec City, Canada

    Job Posting Title: · Change Management Advisor · Status: · Temporary (Fixed Term) · **Job Description**: · Vous aimez conseiller et coordonner des activités tout en anticipant les problématiques liées au changement. Vous avez des connaissances approfondies sur les principes, les ...

  • Beneva

    Change Management Advisor

    4 days ago

    Beneva Quebec City, Canada

    Job Posting Title: · Change Management Advisor · Status: · Temporary (Fixed Term) · **Job Description**: · Vous aimez conseiller et coordonner des activités tout en anticipant les problématiques liées au changement. Vous avez des connaissances approfondies sur les principes, les ...

  • Beneva

    Customer Support Management Advisor

    2 weeks ago

    Beneva Quebec City, Canada

    Job Posting Title: · Customer Support Management Advisor · Status: · Regular · **Job Description**: · À ce poste, vous faites partie de l'équipe d'Excellence des pratiques en gestion d'invalidité avec comme principal mandat d'évaluer les besoins des adhérents dans le cadre de dos ...

  • Beneva

    Risk Management Advisor Ii

    5 days ago

    Beneva Quebec City, Canada

    Job Posting Title: · Risk Management Advisor II · Status: · Regular · **Job Description**: · Statut/Localisation : Hybride · - À titre de conseiller(-ère) en gestion des risques (opérationnels/TI), vous participez à l'élaboration, à l'amélioration et à l'évolution des pratiques l ...

  • iA Groupe financier / iA Financial Group

    Risk Management and Compliance Advisor

    3 weeks ago

    iA Groupe financier / iA Financial Group Quebec City, Canada

    **Employeur**: iA Groupe financier · - **Bureau**: 1080, Grande Allée Ouest · - **Principal lieu de travail**: Québec, Québec · - **Autre(s) lieu(x) de travail possible(s)**: Toronto, Ontario; Montreal, Québec · - **Domaines d'activité**: Administration des affaires, finance et c ...

  • Desjardins

    Wealth Management Advisor

    2 weeks ago

    Desjardins Québec, Canada

    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 ...

  • Desjardins

    Wealth Management Advisor

    2 weeks ago

    Desjardins Quebec City, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Québec, 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 ...

  • Desjardins

    Wealth Management Advisor

    3 weeks ago

    Desjardins Québec, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Québec, 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 ...

  • Desjardins

    Wealth Management Advisor

    2 weeks ago

    Desjardins Québec, 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 ...

  • Desjardins

    Wealth Management Advisor

    3 weeks ago

    Desjardins Québec, 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 ...

  • CGI

    Time Management Advisor

    1 week ago

    CGI Québec, Canada

    CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. As part of a dynamic team, you will contribute to the success of local businesses We are proud of our privileged relationships with clients, and their ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Quebec City, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Quebec City, 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 ...

  • Desjardins

    Wealth Management Advisor

    3 weeks ago

    Desjardins Québec, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Quebec City, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Quebec City, 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 ...

  • Desjardins

    Wealth Management Advisor

    1 week ago

    Desjardins Saint-Anselme, 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 ...

  • Desjardins

    Wealth Management Advisor

    2 weeks ago

    Desjardins Quebec City, 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 ...