Wealth Management Advisor

Desjardins - Sainte-Agathe-des-Monts, QC (il y a 30+ jours)

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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

The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses generally with savings of 50,000 dollars to 150,000 dollars. He or she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have a significant impact on the caisse. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

Caisse populaire Desjardins de Sainte-Agathe-des-Monts serves 10,900 members and manages $351 million in assets, including $292 million in personal and commercial loans. The caisse’s on- and off-balance sheet savings total $299 million. It is located in a market with a strong focus on tourism. The caisse has 35 employees at 2 service centres.

Main responsibilities

Solicit, develop and maintain personalized business relationships with current and potential clients in order to promote and sell Desjardins products and services.
Assume responsibility for the portfolio by serving as the primary link between the caisse and members and clients. Ensure that products and services are appropriately used and updated and maintain satisfaction levels. Analyze sources of dissatisfaction and recommend solutions.
Identify and analyze member and client needs, develop customized solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
Recommend strategies and solutions to reach caisse objectives such as increased sales volumes, sound risk management, portfolio profitability and improved business relations.
Identify business development opportunities to maintain the competitiveness of products and services.
Carry out various promotional activities related to caisse operations. Take part in public relations activities and provide a presence in the business community.
Be attentive to the needs of members and clients in order to ensure their full satisfaction, pinpoint business opportunities, and as required, refer them to individuals who can meet their needs.
Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial services. Ensure sound and prudent risk management for the portfolio under his/her responsibility.

Other working condition

Number of jobs available : 2

Qualifications

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

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

Be a licensed mutual fund representative
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 Desjardins Business Centres, Desjardins 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 Desjardins business processes
Knowledge of service standards

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy

Work Location

Caisse populaire Desjardins de Sainte-Agathe-des-Monts

Trade Union

Non Syndiqué

Unposting Date

2020-02-28

Job Family

Member/client sales and service (FG)