Wealth Management Advisor

May 14, 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-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.

The Caisse Desjardins du Plateau-Mont-Royal strives to be a cooperative model that is both inspiring and sustainable, as well as an essential partner that is committed to making a difference with its members and for its members. We serve an urban market known for its strong development potential. Driven by the aspirations of our 50,000 members, the Caisse plays an active role in ensuring their financial well-being and in promoting quality of life in the community. With current assets totalling $1,676 million, the Caisse includes three service centres with 115 employees (unionized and non-unionized).

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.
  • 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 caisse operations. Take part in public relations activities and provide 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.

Other working conditions

  • Flexible schedule of 35 hours per week
  • The Caisse is proud to offer its employees a transportation cocktail that provides great savings for transit users.
  • Number of jobs available: 2

Qualifications

  • Bachelor’s degree in a related field
  • A minimum of one year of relevant experience

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

  • Hold the mutual fund representative certificate – Autorité des marchés financiers
  • 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, 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
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • 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
  • 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 Plateau-Mont-Royal

Trade Union

CAISSE DU PLATEAU-MONT-ROYAL (MONT-ROYAL) (T: 30197)

Unposting Date

2019-05-29

Job Family

Member/client sales and service (FG)

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