Wealth management advisor

Desjardins; Vaudreuil-Dorion; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Job summary

Desjardins is seeking a financial professional in Vaudreuil-Dorion, Canada. In this role, you will assist members with financing and investment needs, develop personalized wealth strategies, and manage business relationships. The position offers a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan. With a strong focus on equity, diversity, and inclusion, Desjardins promotes a positive workplace for all individuals.

Responsibilities

• Help members with their financing and investment needs.
• Incorporate estate planning and wealth protection.
• Manage business relationships, assess satisfaction and service quality.
• Develop a personalized wealth strategy.
• Stay on top of financial services industry news.

Job description

Several opportunities are currently available in Western Montérégie.

Make a real difference in the financial lives of our members.

As a financial professional, you’ll play a key role, listening attentively to our members and clients to help optimize their financial well‑being. You’ll be responsible for providing exceptional service and offering high‑quality financial solutions that are adapted to their needs.

Responsibilities

• Help members with their financing and investment needs.
• Incorporate estate planning and wealth protection.
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
• Develop a personalized wealth strategy aligned with members’ financial, tax and personal goals.
• Stay on top of financial services industry news, market trends and best practices in your field.

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.

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).