Wealth Management Advisor
Job Overview
Job title: Wealth Management Advisor
Job description: Desjardins 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 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
Caisse Desjardins Ontario Credit Union Inc. serves 130,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 51 branches with close to 680 employees. Its business volume exceeds $17.7 billion, with assets of more than $9 billion, including more than $4.9 billion in individual loans and more than $3.1 billion in business loans. The caisse’s balance sheet savings total is more than $5.8 billion.
Other working conditions
Workplace: The work arrangement for the position is hybrid work
Number of job available : 1
Qualifications
Bachelor’s degree
A minimum of 1 year of relevant experience
Please note that other combinaisons of qualifications and relevant experience may be considered
Hold a mutual fund representative certificate from the Ontario Securities Commission
For vacant positions available in Ontario please note that knowledge of French is required
Specific knowledge
Strong communication skills in both French and English
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job Drive results, Interpersonal Savvy
Work Location 2900, Gibford Drive Unit 1-4 Ottawa (MT)
Trade Union Non Syndiqué
Unposting Date 2021-12-6
Job Family Member/client sales and service (FG)
Company: Desjardins
Expected salary:
Location: Ottawa, ON
Job date: Wed, 08 Dec 2021 23:35:32 GMT
Job Source: Careerjet.ca