Job Description

As a wealth management advisor, youxe2x80x99re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyxe2x80x99re satisfied. Your role is to listen to membersxe2x80x99 and clientsxe2x80x99 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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment

• Benefits apply based on eligibility criteria.

What you bring to the tableBachelor's degree in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate xe2x80x93 Autoritxc3xa9 des marchxc3xa9s financiersKnowledge of French is requiredAdvanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clientsKnowledge of current financial, economic, political and legislative eventsKnowledge of analysis of individual markets, business leaders, and the caisse's external environmentSpecialized knowledge of tax, financial, and succession issues for individuals, businesses, and business ownersKnowledge 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 processesKnowledge of service standards#LI-HybridTrade Union CAISSE DU SUD-OUEST DE MONTRxc3x89AL (30001 / CONV_COL_00059) (2019-03-22 - )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 Family Member/client sales and service (FG)Unposting Date 2024-12-24

Desjardins