Wealth Management Advisor
Desjardins
Québec, QC, CA
2d ago
source : JobsMedia

Work place : Québec)

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.

NV-08

The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses, business owners, rental property owners, and real estate investors, generally with savings of 150,000 dollars to 250,000 dollars.

He or she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have a significant impact on the caisse.

He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Other working conditions

  • Temporary work : scheduled to end on April 21, 2020
  • Number of jobs available : 1
  • Qualifications

  • Bachelor’s degree in a related field
  • A minimum of two years of relevant experience
  • Please note that other combinaisons of qualifications and relevant experience may be considered

  • Hold a Mutual fund representative certificate Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required
  • Desjardins Cross-sector skills

    Action oriented, Collaborates, Customer Focus, Innovation

    Key competencies for the job

    Drive results, Interpersonal Savvy

    Work Location

    Caisse Desjardins de Beauport

    Job Family

    Member / client sales and service (FG)

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