Senior Advisor Investment Management Coach

Brossard, QC, Canada

Job Description


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. At Desjardins, 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 Level NV-10

Desjardins Securities, a subsidiary of Desjardins Group, offers full-service brokerage services through its investment advisors in some 40 branches, sub-branches and points of service in Quebec and Ontario.

Under the management of the Wealth Management and Best Practices Department, as Advisor, Training and Skills Development, you will contribute to needs analysis, as well as training development, logistics and dissemination. You offer coaching and mentoring to the resources requiring assistance in managing wealth and investments.

You will take on a leadership and influencer role when interacting with the various stakeholders on files and projects that involve highly innovative, interdepartmental strategic and complex input and development. In this regard, you will contribute to developing and recommending strategic orientations and business positioning. The nature of the files requires extensive and in-depth expertise in your field, i.e., managing wealth and managing investments.

You will make recommendations on the development and delivery of files and projects with a very high degree of operational and conceptual complexity that require analysis and a comprehensive, in-depth understanding of the business and the organization. Coordination will be critical, and you will be required to interact with a large number of stakeholders in a variety of fields. As such, you will need highly developed interpersonal skills.

You will serve as a specialized consultant and subject matter expert in your field of expertise, and act as a contact and coach for senior management and decision-making bodies.

You will contribute to achieving the objectives of the full-service Brokerage sector by working together with the investment advisors to optimize their practices, especially in terms of wealth management and investment management. You will translate the sector\xe2\x80\x99s goals and strategic objectives into investment advisor practices through tangible initiatives such as training, mentoring and coaching to improve performance, develop skills and implement best business practices.

General Information on the Position

Other working conditions

Workplace: Position located in Montreal or Qu\xc3\xa9bec, depending on the applicant selected. The work arrangement for the position is hybrid work #LI-Hybrid

Number of jobs available : 1

Qualifications

Bachelor\xe2\x80\x99s degree in a related field

A minimum of 6 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Certified by the IQPF or have equivalent accreditation

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Interpersonal Savvy, Strategic mindset

Work Location 9120, boul. Leduc Brossard

Trade Union Non Syndiqu\xc3\xa9

Unposting Date 2023-03-26

Job Family Human resources (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Desjardins

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Job Detail

  • Job Id
    JD2136773
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Brossard, QC, Canada
  • Education
    Not mentioned