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. 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. More specifically, you will be required to :
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*
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 one year 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
Trade Union (If applicable)
CAISSE DE PORT-CARTIER (20378 / Conv_Col_00049) (2018-03-15 - )Wealth Management Advisor • Cartier,Port
Plusieurs opportunités sont actuellement disponibles dans la région de la Côte-Nord.En tant que conseiller(-ère) financier(-ère), vous jouez un rôle crucial en écoutant attentivement nos membres et... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
We're now accepting participants for focus group studies! You can earn up to $750 per week working part-time from home.Simply register to see if you qualify—no experience as an administrative a... Show more
You will develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction.You listen to their needs, offer tailored advice, and help them choos... Show more
Delivery Agent or Letter Carrier .Canada Post is an exciting place to work! And you can be part of it!.We deliver billions of items to Canadians each year – and you can be a big part of making thi... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Join Canada Post as an On-Call Delivery Agent in Port-Cartier to facilitate mail and parcel delivery across the community.Enhance customer service with impactful, hands-on work.Canada Post is hirin... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
La Caisse Desjardins du Cœur-de-la-Côte-Nord est à la recherche d’un(e) Conseiller(-ère), Finances personnelles pour accompagner ses membres et clients dans leurs projets.Quel sera votre rôle? Vous... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
Become a trusted Personal Finance Advisor at Desjardins, where you will foster lasting client relationships.Deliver personalized financial recommendations and drive client satisfaction.In this role... Show more
We're seeking an experienced Project Manager / Lead Wind Technician to support a large-scale wind turbine remediation project in Quebec, on a short term contract with possibility of extension.This ... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Saisissez une opportunité avec la Caisse Desjardins du Cœur-de-la-Côte-Nord en tant que Consultant en Finances Personnelles.Ce rôle vous permettra de devenir le partenaire idéal pour nos membres, e... Show more
Ouvrez la porte à nouvelles opportunités en tant que conseiller financier chez Desjardins dans la Côte-Nord.Offrez un service à la clientèle de haut niveau tout en apportant des solutions financièr... Show more
Position: Market Research Panelist - Cashier, Warehouse Friendly Our company is looking for qualified candidates to take part in paid national and local focus groups, clinical trials, and market ... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more
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... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
