Wealth Management Advisor

Job summary

Develop and maintain trusting relationships with affluent clients and business owners to provide tailored financial advice. Drive results by recommending integrated strategies involving investments, loans, and insurance products while managing risk and profitability.

Job details

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 affluent individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. You serve as an expert advisor and resource person in the field of savings and investments. 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: Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up-to-date on the financial services industry, market trends and best practices in your field. Participate in outreach activities and represent the caisse in the community. What we offer* 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 * Benefits apply based on eligibility criteria. What you bring to the table Bachelor's degree in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-29

What you’ll do

Develop and maintain trusting relationships with affluent clients and business owners to provide tailored financial advice. Drive results by recommending integrated strategies involving investments, loans, and insurance products while managing risk and profitability.

Requirements

Requires a bachelor's degree in a related field and at least two years of relevant experience. Must hold a Mutual Fund Representative certificate from the Autorité des marchés financiers and be proficient in French.

Benefits

• Competitive Salary • Annual Bonus • Flexible Vacation • Defined Benefit Pension Plan • Group Insurance • Telemedicine • Health And Wellness Expenses Reimbursement • Telework Equipment Reimbursement

Listed skills

• Risk Management · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth Management
• Financial Planning
• Investment Strategy
• Relationship Management
• Risk Management
• Insurance Products
• Loan Advisory
• Customer Focus
• Interpersonal Savvy
• Market Analysis
• Action Oriented
• Nimble Learning
• Experimental Learning
• Business Objectives
• Investments
• Customer Service
• Equities
• Sales
• Financial Services
• French Language
• Loans
• Market Trend
• Telehealth

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Wealth Management Advisor
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors