Wealth Management Advisor

Desjardins; Montreal; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness,

telework equipment

Job summary

Desjardins in Montreal is seeking a wealth management advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and design integrated investment, loan and insurance strategies that balance client goals with prudent risk management.

The role emphasizes proactive outreach, staying current with market trends, and collaboration with partners to deliver comprehensive financial solutions. A hybrid work arrangement is available.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers is required or considered.
• Knowledge of French is required; intermediate English is acceptable for duties/tools.
• Available to work Monday to Friday, including one evening per week.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess satisfaction, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices.
• Participate in outreach activities and represent Desjardins in the community.

Skills

Interpersonal Savvy

Action Oriented

Customer Focus

Results Driven

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Temporary 14 month position

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 individual members and business owners. Interpersonal savvy is therefore essential. You drive results by developing strategies and recommending investments, loans and insurance products. 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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of one year 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
• Intermediateknowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Available to work Monday to Friday, including one evening per week

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!