Wealth Management Advisor

Desjardins Group; Montreal; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial cooperative seeks a Wealth Management Advisor to build lasting relationships with clients. In this role, you will develop financial plans, manage client satisfaction, and participate in community outreach, all while benefiting from a competitive salary and generous vacation package.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimbursement

Qualifications

• Bachelor's degree in a related field.
• A minimum of four years of relevant experience.
• Knowledge of French is required; advanced proficiency in English preferred.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Prepare comprehensive financial plans.

Skills

Interpersonal skills

Financial planning

Client relationship management

Communication

Education

Bachelor's degree in a related field

Financial planning certificate

Mutual fund representative certificate

Job description

Wealth Management Advisor page is loaded

Wealth Management Advisor

Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 20 Days Ago job requisition id R2507672

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. You 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 and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential.

You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions.You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. More specifically, you will be required to:

• Advise members and clients on the best strategies and determine target outcomes.

• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

• Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.

• Participate in outreach activities and be present in the community.

• Conduct onsite visits of the businesses you serve.

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 four years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Financial planning certificate and m utual fund representative certificate – Autorité des marchés financiers

• Knowledge of French is required

• Advanced proficiency 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

#LI-Hybrid

Trade Union (If applicable)

CAISSE DU SUD-OUEST DE MONTRÉAL (30001 / CONV_COL_00059) (2019-03-22 - )

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-06-10

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About us

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.