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
*
#LI-Hybrid
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
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
Trade Union (If applicable)
Wealth Management Advisor • Québec
Client Relationship & Growth Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-ter... Show more
A career as a Wealth Associate at National Bank is a job that allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients.In this role, you will support clients duri... Show more
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass‑affluent Signature Service members and clients.You develop personalized st... Show more
Elevate customer financial experiences as a BMO Wealth Investment Advisor, working remotely during flexible hours.Provide insightful wealth management strategies to meet client goals.This full-time... Show more
Drive client success as a Senior Wealth Management Advisor with Signature Service Group Caisses at Desjardins.Provide expert advice tailored for affluent clients to navigate their financial journey... Show more
A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more
Enhance economic resilience for women and marginalized groups in Lima, Peru as a Partnership Development Advisor with Cuso International.This volunteer role seeks candidates to connect companies wi... Show more
Join Wealthsimple as a Lead Advisor, where you will redefine high net worth client financial services.This hybrid role encourages a client-first approach free from sales targets.As part of the Weal... Show more
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 l... Show more
Become a Senior Wealth Management Advisor at Wealthsimple, working remotely across Canada.Personalize financial solutions for high net worth clients, ensuring tailored investment and planning strat... Show more
Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various inve... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
Pipeline & Prospect Client Relationship Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, a... Show more
Embark on a career as a Wealth Management Associate, focusing on delivering personalized client service.Collaborate closely with advisors in a hybrid work setting to build lasting client relationsh... Show more
Become an Associate in Wealth Management with Groupe Thivierge Laflamme at National Bank Financial.Provide exceptional client service while working in a hybrid model that balances flexibility.In th... Show more
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more
A leading financial institution is looking for a Financial Planner in Manitoba.The role emphasizes developing client relationships through high-quality financial advice in a flexible manner.Candida... Show more
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele.In this role, you will off... Show more
Elevate client experiences as a Wealth Management Associate at National Bank in Saint-Georges.This full-time role supports advisors while ensuring top-notch service and client satisfaction.As part ... Show more
Support BMO’s clients as a Remote Wealth Management Specialist.Provide expert investment guidance and service while working from home within a flexible EST schedule.This role focuses on understandi... Show more
