Wealth Management Advisor Job Openings by Desjardins in Roberval

Job Title Wealth Management Advisor
Pub Date 30+ days ago
Company Desjardins
Location Roberval

Desjardins Hiring 2022 - Desjardins invites the applicant to fill Wealth management advisor, that will be placed in Roberval. You will receive a better prospect as well as less dangerous life sometime soon. Signing up for this corporation makes a people able to do the purpose less complicated and make current aspiration come true.

To produce this corporation perspective and mission comes on right Desjardins will be wide open of fresh placement since October 2022. Everybody who are interested about staffing this vacant, make sure you take part in this kind of Wealth management advisor recruitment. If you will be one which might fill up requirements, you can look at more info about Wealth management advisor Job Openings below.

Desjardins Jobs 2022

Wealth management advisor Job Openings in Roberval

At , we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At , we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Job Level NV-07 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.
Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of individual members and business owners. Interpersonal savvy is therefore essential.
You drive results by developing strategies and recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.
You work with various partners and experts to design integrated strategies that meet the needs of members and clients. General Information on the Position Main responsibilities

  • Advise members and clients on the best strategies and work with them to identify expected results.
  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
  • Stay up-to-date on the financial services industry, market trends and best practices in your field.
  • Participate in outreach activities and represent the caisse in the community.
Other working conditions
  • Workplace : The work arrangement for the position is full-time hybrid work #LI-Hybrid
  • Number of jobs available : 1
Qualifications
  • Bachelor’s degree in a related field
  • A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
  • Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
  • 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 Business Centres, 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 business processes
  • Knowledge of service standards
Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning Key competencies for the job Drive results, Interpersonal Savvy Work Location Caisse du Domaine-du-Roy Trade Union Non Syndiqué Unposting Date 2022-07-22 Job Family Member/client sales and service (FG) Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

As one of the leading companies in Canada, Desjardins offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Desjardins also offers a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to upgrade new skills and erudition through the company programs.

If You are interested to send an application for Wealth management advisor Job Openings Roberval October 2022 by Desjardins, please prepare requirements files and documents immediately. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job above, you can try to read more jobs list in Roberval region from another company below.

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