Conseiller Ou Conseillère, Soutien Au Développement Des Affaires Solutions De Placement, Réseau Des Caisses

Desjardins General Insurance

Montreal, Quebec, Canada
Competitive salary; annual bonus available; define...
Hybrid
Investment knowledge and portfolio analysis
Proactive support for branch advisors
Growth of assets under management
The role focuses on supporting branch advisors to promote investment solutions and grow assets under management for Desjardins members

Job Summary

  • The role focuses on supporting branch advisors to promote investment solutions and grow assets under management for Desjardins members.
  • Candidates will conduct portfolio analyses, facilitate client retention, and ensure members receive adapted investment offers based on their profiles.
  • The position offers a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan starting from the first year.

Matching Summary

The role focuses on supporting branch advisors to promote investment solutions and grow assets under management for Desjardins members.

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Investment knowledge and portfolio analysis
  • Proactive support for branch advisors
  • Growth of assets under management
  • French language proficiency required
  • Knowledge of financial markets and regulations

Nice-to-have

  • Experience in responsible investing
  • Strong interpersonal relationship skills
  • Ability to engage new advisors
  • Digital transaction channel promotion
  • Strategic alignment with organizational goals

Key Requirements

  • Bachelor's degree in finance or administration
  • Minimum two years of wealth management experience
  • FIC course certification
  • CRS certificate from AMF
  • RIS (Responsible Investment Specialist) title preferred
  • Fluency in French

Work Rights

Not specified

Tailored Resume

Cover Letter