Wealth Management Advisor - Life Cycle Pre-retirement and Retirement - Business Development Profile
Montreal, Canada
9d ago

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.

Job Level

NV-07The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses generally with savings of 50,000 dollars to 150,000 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.

General Information on the Position

Caisse Desjardins de l’Ouest-de-l’île serves an urban market known for its cultural diversity and strong development potential.

The Caisse was created through the merger of Caisse Desjardins des Sources Lac-Saint-Louis and Caisse populaire Desjardins Sainte-

Geneviève de Pierrefonds, and is dedicated to building long-term, beneficial business relationships with its 26,335 members.

The caisse’s assets stand at $801 million, which include a total of $580 million in savings. It caisse has 4 service centres, with 48 unionized and 38 non-unionized employees.

Main Responsibilities

  • Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
  • Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels.
  • Analyze sources of dissatisfaction and recommend solutions.

  • Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
  • Process activities and transactions resulting from meetings with members and clients.
  • Meet with members and clients to open individual and business accounts in accordance with processes established by the caisse.
  • Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability, and improved business relations.
  • Identify business development opportunities to maintain the competitiveness of products and services.
  • Carry out various promotional activities related to the caisse's operations. Take part in public relations activities and maintain a presence in the business community.
  • Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
  • Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services.
  • Ensure sound and prudent risk management for the portfolio under his / her responsibility.


    Be a licensed mutual fund representative

  • Knowledge of current financial, economic, political and legislative events
  • Specialized knowledge of tax, financial and estate matters for individual and corporate members
  • 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 in debt management
  • Knowledge of compliance with legislation respecting the distribution of financial products and servicesConnaissance de la philosophie et fonctionnement d'une coopérative de services financier
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse
  • Knowledge of Desjardins business processes
  • Knowledge of service standardse
  • Iterpersonal savvy
  • Comfortable for making presentations in public
  • Perseverance
  • Quality decisions
  • Priority setting
  • Negociatiing
  • Other working conditions Niveau du poste : N-7

  • Schedule : Monday to Friday during the day, including 1 evening a week
  • Work place : Pierrefonds Sainte-Geneviève Service Center (15 000 Pierrefonds Blvd.)
  • This position is part of the evolution of the offer and the organization of the fund (EOO), which implies that the resource will have to provide a service according to the financial life cycle of the members which are assigned to him.
  • Number of jobs available : 1
  • Job Family

    Personal Services and Sales (G)

    Add to favourites
    Remove from favorites
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form