Wealth Management Advisor advising Desjardins members and business owners on investments, loans, and insurance. Building relationships and integrated financial strategies to meet client goals.
About the role
- Senior Advisor for training and skills development at Desjardins. Leading innovative projects and advising clients on strategic initiatives in a hybrid work environment.
Responsibilities
- Assist with needs analysis as well as training development, logistics and delivery
- Coach and mentor employees
- Lead development projects and strategic initiatives
- Make recommendations on the planning and execution of operationally and conceptually complex projects
- Coordinate and interact with stakeholders in many other fields
- Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects
- Develop and update policies, standards, models and programs
- Identify, analyze and diagnose major issues and make recommendations to decision-making bodies
- Represent unit before decision-making bodies
- Identify and implement strategies linked to the development or launching of new tools
- Review regulatory compliance in the application of credits
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Knowledge of French is required
- advanced 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 clients
- Action oriented
- Business insight
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Strategic mindset
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
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