- 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
-
Advisor - Information Management
1 day ago
Cirque du Soleil Montréal, Canada**Advisor - Information Management** · - Permanent position_ · **We were born from an eclectic troop of performers. Come live the experience of being yourself every day to create the extraordinary.** · *** · **OUR MISSION** · Since 1984, Cirque du Soleil Entertainment Group has b ...
-
Change Management Advisor
6 days ago
McGill University Montréal, Canada**McGill University - Vacant Positions** · **Term Position: 18 months** · **Position Title**:IT Change Management Advisor · **Faculty/Unit**:IT Communications · **Hours/Week**: Availability to work flexible hours when required including - evenings/weekends to accommodate the comm ...
-
Manager, Advisor Support
1 week ago
CIBC Montréal, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Wealth Management Advisor
1 week ago
Desjardins Montréal, CanadaAt 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 ...
-
Advisor, Risk Management
1 week ago
Desjardins Montréal, CanadaTemporary position for 12 months · As 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 ...
-
Wealth Management Advisor
1 week ago
Desjardins Montréal, CanadaAt 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
1 day ago
Desjardins Montréal, CanadaAt 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 ...
-
Advisor - IT Change Management
1 day ago
Desjardins Montréal, CanadaAt 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
1 week ago
Desjardins Montréal, CanadaAt 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 ...
-
Advisor - Management Information
6 days ago
Desjardins Montréal, CanadaAt 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
1 day ago
Desjardins Montréal, CanadaAt 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
1 week ago
Desjardins Montréal, CanadaAt 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 ...
-
Advisor, Management Information
3 hours ago
Desjardins Montréal, CanadaAs 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 ...
-
Advisor - Risk Management
5 days ago
Desjardins Montréal, CanadaAt 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 hours ago
Desjardins Montréal, CanadaAs 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
1 day ago
Desjardins Montréal, CanadaAt 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 ...
-
Delegated Management Advisor
3 hours ago
CGI Montréal, CanadaCGI - 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 help thousands of custome ...
-
Change Management Advisor
3 hours ago
CBC/Radio-Canada Montréal, CanadaJob Family Business Support · Primary Location Montreal · Position Language Requirement Bilingual (English / French) · Language Skill Level (Reading) C · Language Skill Level (Writing) B · Language Skill Level (Speaking) C · Status of Employment Contract · Work schedule(s) Full-t ...
-
Product Management Advisor
1 week ago
Laurentian Bank Montréal, CanadaSeeing beyond numbers · **TM** · At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a bro ...
-
Contract Management Advisor
3 hours ago
CGI Montréal, CanadaCGI - Payroll Services Center (PSC) offers all-in-one cloud solutions that simplify payroll and human capital management. We are proud of our privileged relationships with customers; their satisfaction rate is also very high. · Every day our members help thousands of clients with ...
Wealth Management Advisor - Montréal, QC, Canada - Desjardins Group
Description
Wealth 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 RAs 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
Similar Jobs (5) Wealth management Advisor
locations 2 Locations time type Full time posted on Posted 30+ Days AgoWealth Management Advisor
locations 2 Locations time type Full time posted on Posted 29 Days AgoAssistant, Wealth Management
remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted YesterdayAbout us
Desjardins Group is not only North America's strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first
For vacant positions available in Quebec, please note that knowledge of French is required.
#J-18808-Ljbffr