Key skills
Risk Management
About this role
Role Overview
- Develop new business with customers composed of individuals and/or business leaders
- Develop and maintain business relationships with members and clients assigned to him or her
- Ensure the in-transfer of members' external assets
- Advise members and customers on the best financial strategies
- Develop and maintain sustainable and customized collaborations
- Be attentive to the needs of members and customers to ensure their full satisfaction
- Develop strategies and implement actions to publicize and enhance the reputation of Desjardins Group's wealth management service offer
- Adhere to current policies, practices and standards as well as to the various laws governing the distribution of financial products and services
- Carry out sound and prudent risk management for the portfolio under his or her responsibility
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment