As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management approach, namely for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential. You work with a client base made up mainly of high-income earners, professionals and business owners with complex, specific needs. The complex nature of the work and initiatives requires extensive knowledge of your line of business. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms.More specifically, you will be required to:
Drum up new business and develop the full potential of existing members and clients.
Set goals and advise members and clients on the best strategies.
Develop a comprehensive 360° offering based on member and client needs.
Actively contribute to meeting sales objectives by developing action plans based on the business plan.
Stay up-to-date on market trends and best practices in your field.
Play an active role in promotional and public relations activities and maintain a presence in the business community.
What we offer*
Competitive 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
*
What you bring to the table
Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Trade Union (If applicable)
Wealth Management Advisor • 2000, rue de l'Éclipse, Brossard
Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Voir plus
Personal Banker - Future Opportunities (South Shore / Downtown Montréal).TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill ... Voir plus
Regional Financial Advisor to virtually guide members through their financial journey, provide holistic advice, and foster client success. Voir plus
Program for new graduates to develop into leadership roles, gaining hands-on training in operations, sales, purchasing, account management, and leadership within the company's network. Voir plus
Start your career with Enterprise Mobility! We’re hiring immediately for our Management Training Program.Whether you see yourself in sales, business development, customer service, retail management... Voir plus
Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Voir plus
Start your journey in management with Enterprise Mobility’s Management Trainee position in Brossard, Quebec.This program provides essential training in sales, customer service, and operations.Enter... Voir plus
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Voir plus
Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As p... Voir plus
Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s platform helps people ... Voir plus
FULL-SERVICE SHOPPERStart earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s pl... Voir plus
Drive talent development at Innergex as a Senior Advisor – Talent Management.Engage in shaping strategic initiatives that create a positive workspace and enhance employee satisfaction through an in... Voir plus
About Innergex Renewable Energy Inc.Canada, the United States, France and Chile.The Corporation develops, acquires, owns and operates hydroelectric facilities, wind farms, solar farms and energy st... Voir plus
Drive client success as a Dynamic Banking Advisor.Apply your analytical abilities to listen and address the financial needs of personal and small business clients effectively.In this full-time role... Voir plus
The Senior Policy Advisor advances policy and government relations for an NGO focused on women's and children's health globally.Responsibilities include developing policy materials, managin... Voir plus
