Conseiller ou conseillère, Gestion de patrimoine

Desjardins • Saint-Hyacinthe, QC

1d

About The Position

Note to managers There are rules surrounding the terms of incentive plan for this job profile.

Requirements

• Be a licensed mutual fund representative
• Knowledge of current financial, economic, political and legislative events
• Knowledge of analysis of individual markets, business leaders, and the caisse's external environment
• Specialized knowledge of tax, financial, and succession issues for individuals, businesses, and business owners
• 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
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Advise 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.

Benefits

• Trade Union (If applicable)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed