Wealth management advisor

May 20, 2022

(Work place: Montréal)

Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.

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.

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

  • Workplace : The work arrangement for the position is hybrid work #LI-Hybrid

  • Number of jobs available : 1

Qualifications

  • Bachelor’s degree in a related field

  • A minimum of one 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

  • Knowledge of financial, economic, political and legislative news

  • Specialized knowledge of tax, financial and estate matters for individual and business members

  • Knowledge of all products and services for Caisse members and those offered by Desjardins Business centers, components and Desjardins and competitor distribution networks

  • Knowledge of debt management 

  • Knowledge and notions of compliance with laws on the distribution of financial products and services

  • Knowledge of the philosophy and operations of a financial services cooperative

  • Knowledge of policies, legislation and standards related to products and services offered by the Caisse 

  • Knowledge of the Desjardins business process and service standards

  • Knowledge of English at the intermediate level

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

6406, rue Sherbrooke Est Montréal

Trade Union

Non Syndiqué

Unposting Date

2022-06-5

Job Family

Member/client sales and service (FG)

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