Wealth Management Advisor

October 11, 2019

(Work place: Trois-Rivières)

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

PF-1The 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.

Other working conditions

  • Number of jobs available : 1

Qualifications

  • Bachelor's degree
  • A minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required 

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins de l'Est de Trois-Rivières

Trade Union

Non Syndiqué

Unposting Date

2019-10-19

Job Family

Member/client sales and service (FG)

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