Conseillère principale en gestion de patrimoine presso Desjardins

Note to managers

The job posting must include the responsibilities, requirements and competencies listed in the job profile. However, you may personalize it to reflect your business needs.
 

There are rules surrounding the terms of compensation, pay scale and/or incentive plan for this job profile. Please contact the HR Service Centre (HRSC) for assistance.

Main responsabilities

• Maintain high-quality personalized business relationships to maximize the potential of existing members and clients.
• Analyze the needs of members and clients and formulate personalized advice and guidance for the implementation of investment and financial plan strategies.
• Recommend strategies and solutions to the senior advisor when developing plans.
• Monitor market movements and trends likely to influence members’ and clients’ investments
• Take part in a range of promotional activities including speaking events, information sessions and other special events.

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

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 Family

Member/client sales and service (FG)

Unposting Date

2025-11-18 Candidarsi ora