Wealth Management Advisor advising Desjardins members and business owners on investments, loans, and insurance. Building relationships and integrated financial strategies to support clients’ goals.
About the role
- Desjardins securities advisor serving members and clients. Selling investment products and supporting branch operations in a hybrid Québec role.
Responsibilities
- Provide administrative assistance in compliance, budget monitoring, and management of administrative staff for a large branch or group of branches
- Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Work with support services to resolve everyday operational issues in the branch or branches
- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
- Proactively help recruit and hire administrative staff
- Handle logistics when employees start or leave
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Promote and sell specialized products and services in accordance with business objectives and strategies
- Ensure member/client satisfaction and service quality
- 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
- Please note that other combinations of qualifications and relevant experience may be considered
- Hold the title of Investment Representative with CIRO
- Knowledge of French is required
- 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
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Not specified
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