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Conseiller ou conseillère, Gestion de patrimoine
Détails de l'emploi
Montréal, Quebec, Canada
Desjardins
2025-08-10
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 resultsManage business relationships,
assess member/client satisfaction and service quality, follow up and
identify areas for improvementStay up-to-date on the financial
services industry, market trends and best practices in your
fieldParticipate 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 equipmentWhat 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 debt managementKnowledge of compliance with
legislation respecting the distribution of financial products and
servicesUnderstanding of the philosophy and fundamentals of financial
services cooperatives#LI-HybridTrade Union (If applicable)
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Rapport de travail
Conseiller Ou Conseillère, Gestion De Patrimoine
Desjardins
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