Wealth Management Advisor Job Openings by Desjardins in Plessisville,

Job Title Wealth Management Advisor Job Openings Plessisville, Desjardins
Pub Date 4 months ago
Company Desjardins
Location Plessisville,

Desjardins Careers 2020 - Desjardins calls a new employee to apply Wealth Management Advisor, that will be placed in Plessisville,. You will definitely get a better chance along with safer dwell in the future. Signing up for this company makes a person can carry out the goal easier and create the aim come true.

To help the organization vision and mission comes on right Desjardins can be open on brand-new place seeing that November 2020. Everyone who are enthusiastic filling this vacant, please take a part in this Wealth Management Advisor recruitment. If you are one which may fill up qualifications, you can attempt to learn further info about Wealth Management Advisor Job Openings below.

Desjardins Recruitment 2020

Wealth Management Advisor Job Openings in Plessisville,

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.

Job Level


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.

Serving more than 25,000 members, Caisse de l’Érable has a business volume of just over $1,025 billion. With its team of 80 people at its head office and its various points of service, the caisse remains the most involved and committed institution in its community.

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 condition

  • Number of job available : 1


  • Bachelor’s degree in a related field
  • A minimum of 1 year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • Hold a mutual fund representative certificate – Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Specialized knowledge of tax, financial and succession issues for individuals and businesses
  • Knowledge of current financial, economic, political and legislative events
  • 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
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse
  • Knowledge of the business processes
  • Knowledge of service standards
  • Understanding of the philosophy and fundamentals of financial services cooperatives

Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse de L'Érable

Trade Union

CAISSE DE L'ÉRABLE (20105 / Conv_Col_00119)

Unposting Date


Job Family

Member/client sales and service (FG)

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 gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to upgrade new experience and knowing through the company programs.

If You are fascinated to send an application for Wealth Management Advisor Jobs Plessisville, November 2020 by Desjardins, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a hiring job above, you can try to read more jobs list in Plessisville, region from another company below.

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