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
Offrir une expérience candidat hors pair à toutes les étapes du processus de recrutement.S’appuyer sur des méthodes innovantes et traditionnelles telles que les réseaux sociaux, les banques de cand... Show more
Souhaitez-vous participer activement au recrutement de talents? Ce rôle de consultant est idéal pour ceux qui veulent offrir des conseils stratégiques aux gestionnaires et optimiser le processus d'... Show more
Rejoignez le CISSS de la Côte-Nord en tant que Technicien d'intervention en loisir.Planifiez et animez des activités qui favorisent la réhabilitation et le bien-être des usagers.Ce poste permanent ... Show more
ArcelorMittal Mines et infrastructure est à la recherche d'un conseiller en gestion de l’invalidité qui œuvrera sous la responsabilité du chef du service santé, mieux-être et indemnisation.Le titul... Show more
Are you passionate about making a difference in the world? Look no further! The Borgen Project is an international organization that works at the political level to improve living conditions for pe... 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
ArcelorMittal Mines et infrastructure est à la recherche d'un conseiller en gestion de l’invalidité qui œuvrera sous la responsabilité du chef du service santé, mieux-être et indemnisation.Le titul... Show more
Rejoignez Desjardins en tant que conseiller en financement et placement dans la Côte-Nord.Contribuez à l’amélioration de la santé financière de nos membres grâce à votre expertise.En tant que conse... Show more
Classe salariale 38 (temporaire).Concours réservé uniquement aux employés et gestionnaires du réseau de la santé et des services sociaux.Travailler en santé sur la Côte-Nord, c'est choisir de se dé... Show more
Position Summary We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we ar... Show more
Since its launch 5 years ago, over 50MN users have earned and withdrawn over $150MN! The platform is rated 4.TrustPilot with over 230k+ reviews, establishing Freecash as one of the highest rated op... 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
ArcelorMittal Mines et infrastructure est à la recherche d'un conseiller en gestion de l’invalidité qui œuvrera sous la responsabilité du chef du service santé, mieux-être et indemnisation.Le titul... Show more
Several opportunities are currently available in the Côte-Nord region.As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their... Show more
Support a vibrant shopping experience as a Dairy Team Member.Ensure product availability and engage customers to fulfill their needs effectively.You will play a crucial role in the store environmen... 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
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
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 the RONA team as a Lumber Yard Associate, where your passion for customer service and expertise in building materials make a difference daily.Engage with customers while ensuring a safe and or... Show more
