Wealth Management Advisor

Desjardins; Saint-Anselme; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health expenses

Job summary

Desjardins in Saint-Anselme, Quebec, is seeking a financial advisor to assist members with strategies and services while ensuring high satisfaction. Responsibilities include managing client relationships and staying current on market trends. Candidates should have a Bachelor's degree, relevant experience, and knowledge of financial products. The role offers competitive salary, benefits, and supports diversity and inclusion.

Qualifications

• Minimum one year of relevant experience.
• Understanding of financial services cooperatives.
• Knowledge of compliance legislation.

Responsibilities

• Advise members and clients on strategies.
• Manage business relationships and assess satisfaction.
• Participate in outreach activities.

Skills

Financial knowledge

Client relationship management

Knowledge of French

Debt management

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

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.
• 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 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.
• Knowledge of current financial, economic, political and legislative events.
• Specialized knowledge of tax, financial and succession issues for individuals and businesses.
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors.
• Knowledge of debt management.
• Knowledge of compliance with legislation respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of the policies, legislation and standards related to products and services offered by the caisse.
• Knowledge of the Desjardins business processes.
• Must have a valid driver's licence and access to a vehicle.

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!

Unposting Date: 2026-07-05