Wealth management advisor - #8986699


Date: 2022-11-24
Contract type: Full time
At 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 Level NV-07 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 General Information on the Position 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 conditions
  • Schedule : 35 hours/week, including 2 evening shift
  • Number of jobs available : 2
  • Bachelor’s degree in a related field
  • A minimum of 1 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
  • For vacant positions available in Quebec, please note that knowledge of French is required
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning Key competencies for the job Drive results, Interpersonal Savvy Work Location Caisse Desjardins de Salaberry-de-Valleyfield Trade Union CAISSE SALABERRY-DE-VALLEYFIELD (AM-2001-9163) (T: 30080) Unposting Date 2022-12-7 Job Family Member/client sales and service (FG) 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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