Wealth Management Advisor

July 14, 2020

(Work place: Beauharnois)

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.

The Caisse populaire Desjardins Beauharnois, located on the shores of Lac St-Louis in the Montérégie region, serves 10,557 members. It has assets under management totalling $485 million with a total business volume of $919 million. Its market has strong business development potential. The caisse has 31 employees and operates in a unionized environment.

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 condition

  • Number of job available: 1

Qualifications

  • 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

Specific knowledge

  • Specialized knowledge of tax, financial and succession issues for individuals and businesses
  • Knowledge of current financial, economic, political and legislative events
  • 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 of debt management
  • Knowledge of compliance with legislation respecting the distribution of financial products and services
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse
  • Knowledge of the Desjardins business processes
  • Knowledge of service standards
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Basic speaker, elementary knowledge of English

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse populaire Desjardins Beauharnois

Trade Union

CAISSE DE BEAUHARNOIS (T: 30040)

Unposting Date

2020-07-27

Job Family

Member/client sales and service (FG)

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