Wealth Management Advisor guiding affluent members and business owners on investments, loans, and insurance. Building trusted relationships and integrated financial strategies at Desjardins.
About the role
- Securities Advisor serving Desjardins members and clients through investment advice and sales. Building relationships, analyzing needs, and recommending specialized financial products and solutions.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
- Analyze and meet special client needs, handle requests and follow up as needed
- Collect, compile and analyze data
- Prepare reports and recommendations
- Stay on top of the latest standards, products and services in the field
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Drive results to handle special information requests from clients and promote and sell specialized products and services
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Strong communication skills in both French and English, both oral and written
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships and delivering integrated financial solutions.
Senior credit risk advisor guiding Desjardins credit authorization and strategic risk initiatives. Developing policies, advising decision - makers, and negotiating with external partners.
Senior credit risk advisor leading credit authorization, policy, and strategic risk initiatives for Desjardins, a Canadian financial cooperative. Advising executives and coordinating complex cross - sector projects.
Senior IT Problem Management Advisor improving service management and stability across Desjardins’s Property and Casualty Insurance IT Division. Leading cross - functional improvement, governance, reporting and ITIL practices.
Senior business strategy advisor shaping complex initiatives at Desjardins financial cooperative. Advising leaders, developing strategies, and improving service delivery.
Conseiller audit et prévention de la fraude chez Beneva, assureur de personnes et de services financiers. Renforcement des contrôles d’indemnisation et détection des risques.
Discoverability Advisor advancing Desjardins’ SEO and generative AI visibility. Auditing search presence, developing recommendations and guiding cross - channel discoverability initiatives.
Senior Workforce Capacity Advisor supporting Desjardins Group’s large - scale transformations. Modeling demand, capacity and staffing scenarios for change - management portfolios.
Conseiller PMO chez Xideral, soutenant BRP dans le déploiement des méthodologies, KPI et outils de gouvernance. Accompagnement des gestionnaires de projets et amélioration continue du PMO.