Wealth Management Advisor

Desjardins Group; Montreal (administrative region); Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins Group in Montreal seeks a wealth management advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial guidance for goals in savings, investments, loans and insurance. You will work with affluent individuals and business owners, balancing client satisfaction with prudent risk management.

Requirements include a Bachelor's degree, at least two years of experience, and the Mutual fund representative certificate from AMF.

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• 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.
• Represent the caisse in the community and participate in outreach activities.

Skills

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Education

Bachelor's degree in related field

Job description

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

What you bring to the table

• Bachelor's degree in a related field
• A minimum of two years of relevant experience
• 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) CAISSE D'ÉCONOMIE DES TRAVAILLEURS UNIS (92154 / Conv_Col_00104) (2019-04-01 - )

Job Family Member/client sales and service (FG)

Unposting Date 2026-10-9

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.