Hybrid Wealth Management Advisor | Client Growth & Planning

Desjardins; Lanaudière; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a Wealth Management Advisor to develop and maintain trusting relationships with members and clients, listening to their needs and offering tailored financial advice. You will work with individuals and business owners to design investment, loan, and insurance strategies that balance client satisfaction with prudent risk management.

The role requires a Bachelor’s degree with 1+ year of relevant experience, a mutual fund certificate (AMF), and fluency in French.

Qualifications

• Bachelor’s degree in a related field is required.
• Mutual fund certificate – AMF is required/advantageous.
• Knowledge of French is required.
• Action oriented, customer focus, and strong interpersonal skills are essential.

Responsibilities

• Advise members and clients on strategies and expected results.
• Manage relationships, monitor satisfaction and service quality.
• Stay current on financial services industry trends and best practices.
• Represent the caisse in community outreach activities.

Skills

Client advisory

Relationship management

French language

Business insight

Drive results

Interpersonal savvy

Nimble learning

Education

Bachelor’s degree

MF certificate – AMF

Job description

Desjardins is seeking a Wealth Management Advisor to develop and maintain trusting relationships with members and clients, listening to their needs and offering tailored financial advice. You will work with individuals and business owners to design investment, loan, and insurance strategies that balance client satisfaction with prudent risk management.

The role requires a Bachelor’s degree with 1+ year of relevant experience, a mutual fund certificate (AMF), and fluency in French.