Wealth Management Advisor - Granby, Canada - Desjardins
Description
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 Level
NV-10
As a wealth management advisor, you help serve, solicit, and develop and maintain personalized business relationships with mass-affluent and high-net-worth Signature Service members and clients.
You work closely with the wealth management senior advisor, serving as a partner in maintaining business relationships with members and clients as well as relationships with expert partners and colleagues.
As part of the comprehensive 360° offering, you advise and guide members and clients on matters including securities that align with the plan established to achieve their financial and personal objectives.
You make recommendations to achieve their full satisfaction and ensure business growth, sound risk and compliance management, and adherence to current practices and policies, leveraging your ability to achieve results.
You offer best-in-class support to members and clients by being in charge of the implementation and monitoring of investment and financial plan strategies.
Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° offering.
Main responsabilities- Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.- Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.- Recommend strategies and solutions to the senior advisor when developing plans.- Monitor market movements and trends likely to influence members' and clients' investments- Take part in a range of promotional activities including speaking events, information sessions and other special events.
Qualifications:
- Bachelor's degree in a related field
- A minimum of 6 years of relevant experience
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Work Location
450, rue Principale, Bureau 400
Trade Union
Non Syndiqué
Unposting Date
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.
It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
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