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 de Rosemont—La Petite-Patrie serves an urban market with strong business development potential in all areas (savings, loans and business banking). The caisse is committed to building effective and long-standing business relationships with its 31,166 members. The management philosophy is firmly focused on skills development and strongly encourages employees to participate in the various challenges facing the caisse as well as to be proactive.
Caisse de Rosemont—La Petite-Patrie has three service centres and a dynamic team of 65 unionized and non-unionized employees dedicated to assisting members realize their plans. Its assets stand at $980 million. It stands out through its clientele, which is half the age of the caisse network’s average client.
Caisse de Rosemont–La Petite-Patrie is a dynamic caisse that has implemented a number of pilot projects and is known for its people-focused work environment. Employee development and providing member support are key values to the organization.
Interested in contributing to the success of Caisse de Rosemont–La Petite-Patrie? Apply to join this great team!
Other working conditions
Schedule: Monday to Friday and be available to work 1 evening a week
Number of jobs available: 1
Please note that other combinations of qualifications and relevant experience may be considered
Desjardins Cross-sector skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy