Voir tous les emplois dans Ormstown
Industrie
- Achats
- Administratif
- Agriculture et élevage
- Apprentissage et formation
- Architecture
- Arts du spectacle
- Assistance sociale
- Assurance
- Automobile
- Aviation
- Banque et finance
- Bien-être
- Biens de grande consommation (FMCG)
- Commerce et distribution
- Comptabilité
- Conseil en gestion
- Conseil en recrutement
- Construction
- Créatif et digital
- Cryptographie et blockchain
- Dentaire
- Droit et justice
- Électronique
- Énergie
- Enseignement et formation
- Exploitation minière
- Fabrication et production
- Fonction publique
- Garde d’enfants
- Génie civil
- Gestion
- Gestion de projet
- Hôtellerie - Restauration
- Hydrocarbures
- IA et Technologies émergentes
- Immobilier
- Industrie
- Industrie chimique
- Informatique et logiciels
- Internet - Ecommerce
- Jeunes diplômés
- Logistique et entreposage
- Loisirs et sports
- Maintenance et entretien
- Marketing
- Mécanique
- Médecine
- Médias et relations publiques
- Nettoyage et assainissement
- Pharmaceutique
- Recherche et développement
- Ressources humaines
- Santé
- Sécurité de l’information
- Sécurité publique
- Service client et assistance
- Services sociaux
- Soins infirmiers
- Télécommunications
- Thérapie
- Tourisme
- Transport
- Ventes
- Vétérinaire
Conseiller ou conseillère, Gestion de patrimoine
Détails de l'emploi
Ormstown, Quebec, Canada
Desjardins
2025-07-23
Vous voulez des mises à jour pour ce travail et d'autres travaux similaires ?
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. More specifically, you will be
required to: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.What we offer*Competitive salary and annual bonus4 weeks
of flexible vacation starting in the first yearDefined benefit pension
plan that provides predictable, stable income throughout
retirementGroup insurance including telemedicineReimbursement of
health and wellness expenses and telework equipment* What you bring to
the tableBachelor's degree in a related fieldA minimum of one year of
relevant experiencePlease note that other combinations of
qualifications and relevant experience may be consideredMutual fund
representative certificate – Autorité des marchés financiersKnowledge
of French is requiredKnowledge of current financial, economic,
political and legislative eventsSpecialized knowledge of tax,
financial and succession issues for individuals and
businessesKnowledge 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
competitorsKnowledge of debt managementKnowledge of compliance with
legislation respecting the distribution of financial products and
servicesUnderstanding of the philosophy and fundamentals of financial
services cooperativesKnowledge of policies, legislation and standards
related to products and services offered by the caisseKnowledge of the
Desjardins business processesDrive results, Interpersonal
Savvy#LI-HybridTrade Union (If applicable)
Show more
Rapport de travail
Conseiller Ou Conseillère, Gestion De Patrimoine
Desjardins
Toutes les offres d'emploi directes sont soumises aux Conditions d'utilisation de WhatJobs. Nous permettons aux utilisateurs de signaler les publications susceptibles de violer ces conditions. Les offres d'emploi peuvent également être signalées par WhatJobs. Cependant, aucun système de modération n’est parfait et signaler une publication ne garantit pas qu’elle sera supprimée.
Signaler à WhatJobs
WhatJobs:
0 Emplois pour Conseiller ou conseillère, Gestion de patrimoine - Ormstown