Wealth Management Advisor

Desjardins Group; Sherbrooke; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial institution in Sherbrooke is seeking a Wealth Management Advisor to develop and maintain business relationships with clients. The ideal candidate will have a Bachelor's degree, at least six years of relevant experience, and a mutual fund representative certificate. Responsibilities include advising clients on financial strategies, monitoring market trends, and ensuring compliance with policies. This role includes a competitive salary, flexible vacation, and benefits based on eligibility criteria.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• A minimum of six years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Develop and maintain business relationships with clients.
• Advise and assist clients in executing financial strategies.
• Monitor stock market movements to inform investment strategies.
• Drive results while ensuring compliance with practices and policies.

Skills

Interpersonal Savvy

Effective Communication

Customer Focus

Action Oriented

Drive Results

Situational Adaptability

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to:

• Drum up new business and develop the full potential of existing members and clients.
• Set goals and advise members and clients on the best strategies.
• Develop a comprehensive 360° offering based on member and client needs.
• Actively contribute to meeting sales objectives by developing action plans based on the business plan.
• Monitor stock market movements and trends likely to influence investments.
• Stay up-to-date on market trends and best practices in your field.
• Play an active role in promotional and public relations activities and maintain a presence in the business 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.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of six 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

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Situational adaptability

Trade Union (If applicable)

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

2026-01-9