Direction gestion du patrimoine – Partner

This is a fully remote position, open to applicants in Canada.

📋 Description

• The incumbent is responsible for strategic planning and the execution of activities related to the wealth management of Caisse populaire Alliance.

• They mobilize a team of professionals and contribute to its development.

• This team is distinguished by its expertise in private management, financial planning, portfolio approach, securities products, financing, and investment strategies.

• They also serve as a resource person for business development concerning all matters related to savings and investments.

• Under the direction of the Vice-Presidency of Member Experience, the Wealth Management Department oversees and directs the asset management team of the Caisse.

• They provide consistent support to all service centers in this area.

• Lead all activities related to the development, deployment, and supervision of asset management, which may have significant implications for the profitability of operations;

• Support the Vice-Presidency of Member Experience in the development, implementation, and monitoring of the strategic plan and the annual business plan of the Caisse;

• Prepare and plan the distribution of tasks in collaboration with the human resources sector;

• Establish performance objectives and conduct appropriate follow-ups to ensure their achievement according to the annual strategic priorities of the Caisse;

• Recruit and mentor the staff under their direction;

• Implement the action plans arising from the annual business plan;

• Direct, supervise, mobilize, and develop a team generally composed of advisors specializing in GDA products, GDA compliance advisors, asset management directors, financial planners, asset management advisors, and financial service agents assigned to selling a range of specialized wealth management products and services;

• Develop business development strategies (sales and solicitation techniques) to ensure growth and profitability in the Caisse's asset sector while achieving established objectives;

• Analyze offered products (profitability and relevance) to develop a sales plan and member approach;

• Ensure a comprehensive and integrated service offering for members served by their teams, leveraging the services provided by the Caisse and its service centers;

• Ensure compliance with securities regulations and engage the compliance officer in the sale of these products;

• Guarantee the quality of services and the proactivity of personnel in responding to members' needs while following up on their satisfaction;

• Ensure the efficiency and continuous improvement of all processes within the sector;

• Maintain business partnerships (internal and external) based on the needs of the Caisse, balancing member satisfaction, profitability, and risk level;

• Liaise with external partners;

• Stay informed about the competitive environment and the practices of top-performing companies;

• Collaborate with the marketing team to create effective and original promotional campaigns;

• Be responsible for the continuous development of their own skills and knowledge in their field of activity;

• Establish practices that promote talent and performance management;

• Foster a good team spirit, authorize leave, and address and resolve conflicts.

⛳️ Requirements

• Education: Bachelor's degree in business administration, accounting, finance, or a related field.

• Experience: Five (5) years of experience in financial consulting and wealth management, including two (2) years in management or supporting sales activities for financial products and services.

• Travel: Given the nature of the position and the extent of the Caisse, the incumbent will need to travel as required by the service centers.

• Demonstrate autonomy and leadership.

• Exhibit professional rigor and attention to detail.

• Master problem-solving skills.

• Possess excellent interpersonal communication skills.

• Ability to inform and negotiate.

• Know how to manage performance and behaviors.

• Demonstrate strategic thinking.

• Exhibit strong analytical skills.

• Have intervention and consultation skills.

• Capable of formulating thoughtful recommendations.

• Adapt easily and quickly to changes.

• Ability to manage multiple priorities and projects simultaneously.

• Understand the challenges and practices of the ever-evolving financial services industry.

• Have a good command of both official languages, orally and in writing.

• Possess a solid understanding of financial products in general, the wealth management market, the Canadian financial services industry, and the operation of financial cooperatives.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive benefits package, including health and wellness programs.

• Opportunities for professional development and continuous learning.

• Supportive work environment promoting teamwork and collaboration.