Wealth Management Advisor

November 16, 2019

(Work place: Montréal)

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-07As 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.

Caisse Desjardins du Centre-nord de Montréal serves 59,000 members, the majority of whom are well-to-do individuals such as business owners and professionals. It has $2.2 billion in assets. The Caisse operates in a cooperative environment where members have a sense of belonging to their caisse and to their community. Located in the north central part of the Island of Montréal, the Ahuntsic and Villeray boroughs are steeped in community spirit, with numerous cultural groups living side by side and interacting with each other.

Local college students give the area a young, hip feel. The Caisse has 180 employees working in 7 service centres.

Our raison d’être: Caisse Desjardins du Centre-nord de Montréal, through its members and employees, enriches the lives of people and communities.

Our vision: To be an innovative, inspiring and effective financial partner. Caisse Desjardins du Centre-nord de Montréal is looking for enthusiastic individuals who are motivated by challenges and have a talent for customer service. Join an organization that shares your values and is committed to its community.

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 (Details) : Five days and one evening per week or four days and two evenings per week, Saturdays on a rotating basis
  • Work location: 7915, boulevard Saint-Laurent Montréal 
  • 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

  • Be a licensed mutual fund representative
  • For vacant positions available in Quebec, please note that knowledge of French is required 

Specific knowledge

  • Knowledge of current financial, economic, political and legislative events
  • 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
  • Independent speaker, upper intermediate knowledge of English

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse Desjardins du Centre-nord de Montréal

Trade Union

CAISSE D'AHUNTSIC (T: 30166)

Unposting Date

2019-11-29

Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert