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-07As a wealth management advisor, you\xe2\x80\x99re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they\xe2\x80\x99re satisfied.Your role is to listen to members\xe2\x80\x99 and clients\xe2\x80\x99 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.General Information on the PositionMain ResponsibilitiesAdvise members and clients on the best strategies and work with them to identify expected resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your fieldParticipate in outreach activities and represent the caisse in the communityOther working conditionsThe work arrangement for the position is full-time hybrid work #LI-HybridNumber of jobs available : 2QualificationsBachelor\xe2\x80\x99s degree in a related fieldA minimum of 1 year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredHold a Mutual fund sales representative certificate issued by the Autorit\xc3\xa9 des march\xc3\xa9s financiersFor vacant positions available in Quebec, please note that knowledge of French is requiredSpecific knowledgeKnowledge of current financial, economic, political and legislative eventsSpecialized knowledge of tax, financial and succession issues for individuals and businessesKnowledge 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 competitorsKnowledge of debt managementKnowledge of compliance with legislation respecting the distribution of financial products and servicesUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of policies, legislation and standards related to products and services offered by the caisseKnowledge of the Desjardins business processesDesjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learningKey competencies for the job Drive results, Interpersonal SavvyWork Location 4565, rue Jean-Talon Est Montr\xc3\xa9alTrade Union CAISSE DU CENTRE-EST DE MONTR\xc3\x89AL (T: 30261)Unposting Date 2024-04-26Job Family Member/client sales and service (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