Montreal, Quebec, Canada · Hybrid
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 …
Skills: Wealth Management, Financial Planning, Investment Strategy, Risk Management, Relationship Management
Montreal, Quebec, Canada · Hybrid
Maya HTT is a leading developer of digital engineering solutions and a trusted Siemens Digital Industries Software partner. For more than 40 years, we have helped manufacturers innovate through simulation, PLM, digital m…
Skills: Digital Marketing, Campaign Execution, Marketing Automation, Email Marketing, Social Media Publishing
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading software developer and engineering solutions provider focused on CAE, CAD, CAM and PLM. A long-time partner of Siemens Digital Industries Software, Maya HTT collaborates in providing software,…
Skills: PLM Solution Architecture, Business Use Case Analysis, Organizational Change Management, Design Specification, Root Cause Analysis
Montreal, Quebec, Canada · Hybrid
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Ottawa, Ontario, Canada · On-site
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Montreal, Quebec, Canada · On-site
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Montreal, Quebec, Canada · On-site
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Montreal, Quebec, Canada · Hybrid
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Montreal, Quebec, Canada · Hybrid
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Skills: B2B Marketing, Account Based Marketing (ABM), Demand Generation, Salesforce, Pardot
Montreal, Quebec, Canada · Hybrid
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Skills: Revenue Operations, Salesforce Administration, Workflow Design, CRM Management, Data Analysis
Montreal, Quebec, Canada · Hybrid
Maya HTT is a leading developer of digital engineering solutions and a trusted Siemens Digital Industries Software partner. For more than 40 years, we have helped manufacturers innovate through simulation, PLM, digital m…
Skills: Global Marketing Strategy, Brand Leadership, Demand Generation, Product Marketing, Digital Marketing
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading software developer and engineering solutions provider focused on CAE, CAD, CAM and PLM. A long-time partner of Siemens Digital Industries Software, Maya HTT collaborates in providing software,…
Skills: Fibersim, Composite Engineering, CAD, CAE, PLM
Montreal, Quebec, Canada · Hybrid
Maya HTT is a leading developer of digital engineering solutions and a trusted Siemens Digital Industries Software partner. For more than 40 years, we have helped manufacturers innovate through simulation, PLM, digital m…
Skills: CRM Administration, Salesforce, Campaign Execution, Event Management, Lead Management
Montreal, Quebec, Canada · Hybrid
Maya HTT est un chef de file dans le développement de solutions d’ingénierie numérique et un partenaire de confiance de Siemens Digital Industries Software. Depuis plus de 40 ans, nous aidons les manufacturiers à innover…
Skills: Digital Marketing, Marketing Automation, Email Marketing, Social Media Management, Campaign Planning
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading software developer and engineering solutions provider focused on CAE, CAD, CAM and PLM. A long-time partner of Siemens Digital Industries Software, Maya HTT collaborates in providing software,…
Skills: C#.NET, Python, C++, Agile, Scrum
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading software developer and engineering solutions provider focused on CAE, CAD, CAM and PLM. A long-time partner of Siemens Digital Industries Software, Maya HTT collaborates in providing software,…
Skills: Finite Element Analysis, Thermal Simulation, CATIA, NX, Creo
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading developer of digital industries software solutions. The world’s top tier engineering and manufacturing organizations rely on Maya’s experience and expertise to achieve the full potential of th…
Skills: Month-end Close, Financial Reporting, Account Reconciliations, Accounts Payable, Accounts Receivable
Montreal, Quebec, Canada · Hybrid
Maya HTT is a world leading developer of digital industries software solutions. The world’s top tier engineering and manufacturing organizations rely on Maya HTT’s experience and expertise to achieve the full potential o…
Skills: Pre-sales, Solution Consulting, Industrial Analytics, Machine Learning, Manufacturing Systems
Montreal, Quebec, Canada · Hybrid
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Skills: PLM Consulting, Teamcenter, Requirements Capture, Software Configuration, CAD Data Management
Oakville, Ontario, Canada · Remote OK
$62k–$78k/yr
Why you’ll love Softchoice: We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That mea…
Skills: Project Coordination, Stakeholder Management, Business Acumen, English Proficiency, French Proficiency
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Develop and maintain trusting relationships with individual and business clients to provide tailored financial advice and solutions. Drive results by recommending investments, loans, and insurance products while balancing profitability and risk management.
Requires a bachelor's degree in a related field and at least one year of relevant experience. Must hold a Mutual Fund Representative certificate from the Autorité des marchés financiers and be proficient in French.
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. More specifically, you will be required to:
What we offer
Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
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!
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
