Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, insurance, and financial strategies. Managing trusted relationships and delivering integrated financial solutions.
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
- Serve affluent individual members and business owners
- Develop strategies and recommend investments, loans and insurance products
- Serve as an expert advisor and resource person in savings and investments
- Balance member/client satisfaction, business objectives, profitability and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on strategies and expected results
- Manage business relationships and assess satisfaction and service quality
- Follow up and identify areas for improvement
- Stay current on financial services industry developments, 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 two years 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
- 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
- Accommodations at any stage in the recruitment process
Job title
Job type
Experience level
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Not specified
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