Wealth Management Advisor
Desjardins
Sainte-Marie, QC, CA
2h ago
source : JobsMedia

Work place : Sainte-Marie)

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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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.

Main responsibilities

  • 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.
  • Other working condition

  • Number of job available : 1
  • Qualifications

  • Bachelor's degree in a related field
  • A minimum of one year of a relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered

  • Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required
  • Specific knowledge

  • 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, components and distribution networks, as well as those of competitors
  • Knowledge of debt management
  • Knowledge of compliance with various legislation governing 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 Caisse products and services
  • Knowledge of the Desjardins business process and service standards
  • Knowledge of current financial, economic, political and legislative events
  • Desjardins Cross-sector skills

    Action oriented, Collaborates, Customer Focus, Innovation

    Key competencies for the job

    Drive results, Interpersonal Savvy

    Work Location

    Caisse Desjardins de La Nouvelle-Beauce

    Job Family

    Member / client sales and service (FG)

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