Wealth Management Advisor


At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job LevelNV-08As 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 affluent individual members and business owners. Interpersonal savvy is therefore essential.You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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 PositionCaisse Desjardins Ontario Credit Union Inc. serves 134,700 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 49 branches with close to 740 employees. Its business volume exceeds $18.9 billion, with assets of more than $9.9 billion, including more than $5.2 billion in individual loans and more than $3.6 billion in business loans. The caisse’s balance sheet savings total is more than $6,9 billion.Main responsibilitiesAdvise 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 conditionsWorkplace: The work arrangement for the position is full-time on-site work #LI-Onsite Travel : The person will be required to travel to the four service centers 25% of the timeNumber of jobs available : 1QualificationsBachelor’s degree in a related fieldA minimum of 2 years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredHold a mutual fund representative certificate from the Ontario Securities CommissionFor vacant positions available in Ontario, please note that knowledge of French is requiredSpecific knowledgeKnowledge of current financial, economic, political and legislative eventsKnowledge of analysis of individual markets, business leaders, and the caisse’s external environmentSpecialized knowledge of tax, financial, and succession issues for individuals, businesses, and business ownersKnowledge 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 processesKnowledge of service standardsStrong communication skills in both French and English, both oral and writtenDesjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Interpersonal SavvyWork Location6700, rue Morrison Niagara Falls (MT)Trade UnionNon SyndiquéUnposting Date2022-10-7Job FamilyMember/client sales and service (FG)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.