Wealth Management Advisor

Desjardins Technology Group; Montreal; Presencial; CAD 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment reimbursement

Resumo da oferta

Desjardins Technology Group is seeking a Wealth Management Advisor on site in Montreal to build lasting relationships with members and clients, listening to needs and recommending suitable investments, loans and insurance.

You will serve affluent individuals and business owners, collaborate with partners, and balance client satisfaction with profitability and prudent risk management. The role requires French and Italian language skills and flexibility to travel between service locations.

Qualificações

• Bachelor's degree in a related field.
• Minimum two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Advanced proficiency in Italian due to interactions with Italian-speaking partners, members and/or clients.
• Willingness to travel between service locations.

Responsabilidades

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

Conhecimentos

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Formação académica

Bachelor's degree

Mutual fund certificate (AMF)

Descrição da oferta de emprego

The work mode arrangement for the position is full-time on site.

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
• Advanced proficiency in Italian due to the nature of the duties or work tools or because the position involves interactions with Italian-speaking partners, members and/or clients
• Available for travel between the various service locations

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

2026-12-4

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