Management Offres d'emploi - Lachine, QC
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Management • lachine qc
Dernière mise à jour : il y a 5 heures
Be among the first 25 applicants.As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure the...Voir plusDernière mise à jour : il y a 11 jours
Commercial Sales & Service.Cultivates builds and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMOs market share.Applies prof...Voir plusDernière mise à jour : il y a 29 jours
The Production Management team is responsible for ensuring the optimal performance and stability of applications and infrastructure that provide critical IT services to multiple businesses and prod...Voir plusDernière mise à jour : il y a plus de 30 jours
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation.Regardless of the posi...Voir plusDernière mise à jour : il y a plus de 30 jours
Archer Private Wealth is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients.
Our mission : to maximize our customers' w...Voir plusDernière mise à jour : il y a plus de 30 jours
The Supply Management Specialist will develop and execute a strategic sourcing roadmap focused on optimizing tail spend across diverse categories, with a significant emphasis on Information Technol...Voir plusDernière mise à jour : il y a 2 jours
Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and ...Voir plusDernière mise à jour : il y a 5 jours
Wealth Management Advisor page is loaded## Wealth Management Advisorremote type : The work arrangement for the position is hybrid worklocations : Complexe Desjardins Montréal : 3500, boul.Côte-V...Voir plusDernière mise à jour : il y a 5 heures
Our Technology team wakes up every day with one goal in mind - connecting Canadians to the people and things that matter most.
Together, we are proud to support 30 million Canadians each month throu...Voir plusDernière mise à jour : il y a plus de 30 jours
Before you apply to a job, select your language preference from the options available at the top right of this page.Explore your next opportunity at a Fortune Global 500 organization.Envision innov...Voir plusDernière mise à jour : il y a plus de 30 jours
Nous mettons notre expertise en.En nous rejoignant, vous aurez l'opportunité d’atteindre vos objectifs professionnels dans un environnement collaboratif et bienveillant.
Assurer le respect des proce...Voir plusDernière mise à jour : il y a plus de 30 jours
The Bureau of Administration and Services (ADB) plays a lead role in the efficient and effective administrative management of the Organization by ensuring the provision of high‑quality physical and...Voir plusDernière mise à jour : il y a 7 jours)
Be among the first 25 applicants.The American Iron and Metals Company (AIM) is a recognized global leader in the metal recycling industry, with more than 125 sites and 4000 employees worldwide.We h...Voir plusDernière mise à jour : il y a 22 jours
At Aviso Wealth, we are dedicated to improving the financial well‑being of Canadians.As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibi...Voir plusDernière mise à jour : il y a 5 jours
We are seeking a detail-oriented and proactive Rolling Stock Buyer to join our procurement team, specializing in the purchasing of rolling stock materials and services.
Source and procure materials ...Voir plusDernière mise à jour : il y a plus de 30 jours
Talent Management Specialist – International Civil Aviation Organization.International Civil Aviation Organization.Get AI-powered advice on this job and more exclusive features.The Bureau of Admini...Voir plusDernière mise à jour : il y a 5 jours
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .When applicable, Bombardier promotes flexible and hybrid work policies.
At Bombardier, we design, build and ...Voir plusDernière mise à jour : il y a plus de 30 jours
The American Iron and Metals Company (AIM) is a recognized global leader in the metal recycling industry, with more than 125 sites and 4000 employees worldwide.
We have continued to thrive over the ...Voir plusDernière mise à jour : il y a plus de 30 jours
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Wealth management advisor
DesjardinsMontreal West, QC, CAIl y a 11 jours
Type de contrat
- Temps plein
Description de posteCompetitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment Benefits apply based on eligibility criteria. Bachelor's degree in a related field A minimum of one year of relevant experience Other combinations of qualifications and relevant experience may also be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Intermediate to advanced proficiency in English 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
3 days ago Be among the first 25 applicants
Required
As 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.
- 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.
What we offer
What You Bring To The Table
Curious about Desjardins? Click here
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member / client sales and service (FG)
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Banking
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