- 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.
- 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
- 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
- Hold a 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
-
Advisor - Risk Management
Found in: Jooble CA O C2 - 4 days ago
Desjardins Group Montréal, QC, Canada Full timeAdvisor, Management information page is loaded Advisor, Management information · Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted Yesterday job requisition id R As a management information advisor, you ...
-
Wealth Management Advisor
Found in: Jooble CA O C2 - 4 days ago
Desjardins Group Montréal, QC, CanadaWealth Management Advisor page is loaded · Wealth Management Advisor · Apply remote type The work arrangement for the position is hybrid work locations Caisse Desjardins de Lachine Montréal time type Full time posted on Posted 2 Days Ago job requisition id R As a wealth manage ...
-
Advisor, Risk management
Found in: Talent CA C2 - 3 days ago
Desjardins Montreal, CanadaAs a risk management advisor, you assist with risk management and supervision analysis, research and development. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and ...
-
Wealth Management Advisor
Found in: Talent CA C2 - 6 days ago
Desjardins Montreal, Canada Full timeAs 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
Found in: Talent CA C2 - 4 days ago
Desjardins Montréal, Canada Full timeAs a wealth management advisor at the , 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 fi ...
-
IT Change Management Advisor
Found in: beBee S2 CA - 3 weeks ago
DELAN - IT Head Hunters Montreal, Canada Full time· Tasks/Responsibilities · The IT Change Management Advisor will be responsible for ensuring the success of the company's IT projects which recently migrated to SAP S/4HANA. · MORE PRECISELY · Provide a clear vision and take concrete actions following the digital shift trend · C ...
-
Change management advisor
Found in: Talent CA C2 - 5 days ago
CGI Montreal, Canada Full timePosition Description: · CGI – Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction rate is very high. · Every day, our members ...
-
Advisor, Risk management
Found in: Talent CA C2 - 3 days ago
Desjardins Montreal, Canada Full timeAs a risk management advisor, you assist with risk management and supervision analysis, research and development. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and ...
-
Advisor, Management information
Found in: Talent CA C2 - 2 days ago
Desjardins Montreal, Canada Full timeAs a management information advisor, you help extract data and produce reports and indicators for the organization by developing and administering information systems. You analyze and adapt management systems based on the organization's changing needs. You advise and assist clien ...
-
Wealth Management Advisor
Found in: Talent CA C2 - 3 days ago
Desjardins Montreal, Canada Full timeAs a wealth management advisor at the , 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 fi ...
-
advisor, corporate asset management
Found in: Jooble CA O C2 - 4 days ago
Desjardins Group Montréal, QC, Canada Full timeSenior Advisor, Risk management page is loaded Senior Advisor, Risk management · 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 R As a senior risk management advisor, yo ...
-
advisor, corporate asset management
Found in: Jooble CA O L C2 - 4 days ago
Desjardins Montréal, QC, Canada Full timeSenior Advisor, Risk management page is loaded Senior Advisor, Risk management · Apply remote type The work arrangement for the position is hybrid work locations Complexe Desjardins Montréal Lévis time type Full time posted on Posted 10 Days Ago job requisition id R As a senior ...
-
Advisor, Talent acquisition and management
Found in: Talent CA C2 - 4 days ago
Desjardins Montreal, Canada Full timeTemporary position for 3 months. · As a talent acquisition and management advisor, you help meet talent acquisition and management needs. Through candidate assessment and selection, workforce planning, and career and succession management, you ensure that candidates align with or ...
-
Disability Management Advisor, HR
Found in: Jooble CA O C2 - 4 days ago
Saputo, Inc. Montréal, QC, Canada Full timeHuman Resources Coordinator (12-month contract) page is loaded Human Resources Coordinator (12-month contract) · Apply locations Montréal, QC time type Full time posted on Posted 2 Days Ago job requisition id JR47217 At Saputo, our best comes from our people. We're a talented and ...
-
Time management support advisor
Found in: Talent CA C2 - 3 hours ago
CGI Montreal, Canada Full timePosition Description: · CGI - Payment Services Centre (CSP) offers all-in-one cloud solutions that simplify pay and human capital management. We are proud of our privileged relationships with our customers, their satisfaction rate is also very high. · Every day our members help ...
-
Wealth Management Advisor
Found in: Talent CA C2 - 3 days ago
Desjardins Longueuil, CanadaAs a wealth management advisor at the Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent , 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' ...
-
Conseiller(iere), Systèmes de gestion/ Advisor, Management System
Found in: Appcast CA C2 A - 4 days ago
Glencore cuivre Amérique du Nord Laval, QC, CanadaLieu: Laval, Qc · Type de poste : Poste permanent à temps plein · À propos de Glencore: · Glencore est l'une des plus grandes sociétés du monde dans les ressources naturelles diversifiées. Elle est aussi une importante entreprise de production et de commercialisation de plus de 6 ...
-
Sr. Advisor, Enterprise Risk Management
Found in: Talent CA C2 - 1 day ago
VIA Rail Montreal, Canada Permanent - Full timeDescription · : We are seeking a Senior Risk Management Advisor who will primarily focus on the Off-Corridor Fleet Refurbishment and Replacement Program. · Within the context of this Program, which is anticipated to be completed by 2034, the Senior Advisor will indirectly report ...
-
Principal Advisor, Marketing Management Information
Found in: Talent CA C2 - 3 hours ago
Desjardins Montreal, Canada Full timeAs a data analyst, you collect, process, analyze and use data that comes through different channels. You extract, describe, analyze and interpret the data needed to make informed business decisions. You lead stakeholders in projects for designing analytical solutions adapted to a ...
-
Corporate Human Resources Advisor
Found in: beBee Professionals CA - 23 hours ago
beBee Professionals Montreal, Canada Business & Corporate Legal Consulting FreelanceBeBee Professionals is looking for a Corporate Human Resources Advisor to join our team in Montreal. The successful candidate will be responsible for providing advice and guidance to management on all aspects of human resources, including recruitment, employee relations, performa ...
Wealth Management Advisor - Montreal, Canada - Desjardins
Description
As a wealth management advisor at the Caisse Desjardins de Lachine, 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. You will be required to :
What we offer*
Advantages apply based on eligibility criteria.
What you bring to the table
#LI-Hybrid
Trade Union
Non SyndiquéAt 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