Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational transformation projects.
About the role
- Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in the community.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situations
- Help members and clients choose appropriate solutions to meet their financial goals
- Work closely with individual members and business owners
- Develop strategies and recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
- Stay up-to-date on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Specialized knowledge of tax, financial and succession issues for individuals and businesses
- Knowledge 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 competitors
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of the Desjardins business processes
- Available to travel to the service locations in Sainte-Croix and Laurier-Station
- Drive results
- Interpersonal Savvy
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.
Part - time on - site Desjardins advisor serving caisse members and clients in Jonquière and Alma. Supporting self - service transactions, relationships, fraud referrals, and compliant financial services.
Senior pricing advisor developing and optimizing Desjardins products and services. Leading strategic initiatives, profitability analysis and recommendations to decision - making bodies.
Wealth Management Advisor advising Desjardins members, businesses, and owners on investments, financing, insurance, and financial planning. Building relationships and identifying business opportunities in Saint - Jérôme.
Senior client relations advisor managing strategic group retirement savings accounts for Desjardins. Designing customized solutions, overseeing plan implementations, and supporting sales presentations.
Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
Securities Advisor serving Desjardins members and clients through personalized investment solutions. Advising on mutual funds, ETFs, structured products, and specialized services.
Conseiller télécommunications et pare - feu chez TEHORA, firme québécoise de services techniques et de gestion de projets. Conception, sécurisation et automatisation d’infrastructures réseau.
Conseiller Microsoft 365 et Azure chez TEHORA, firme québécoise de services professionnels. Conception, sécurité, migration et administration des environnements M365.
Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and integrated financial strategies.