Wealth Management Advisor — Build Lasting Client Wealth

Desjardins Group; Montérégie; Hybrid; CAD 60,000 - 95,000; Full time

Benefits offered by this job

4 weeks vacation

Pension plan

Group insurance

Telework equipment reimbursement

Wellness reimbursement

Job summary

Desjardins Group is seeking a Wealth Management Advisor to build lasting relationships with members and clients in a bilingual environment. You will listen to needs, advise on investments, loans, and insurance, and collaborate with partners to design comprehensive solutions.

Expect ongoing market awareness and community outreach as part of your role. Ideal candidates have a related bachelor’s degree, at least one year of relevant experience, and an AMF mutual fund certificate.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• Listen to members' and clients' needs and offer suitable financial advice.
• Advise members and clients on best strategies to meet goals.
• Manage business relationships and assess satisfaction and service quality.
• Stay up-to-date on financial trends and best practices; participate in outreach activities.

Skills

Communication (FR/EN)

Bilingual (FR/EN)

Client relationships

Financial advisory

Product knowledge

Compliance knowledge

Team collaboration

Tax knowledge

Education

Bachelor's degree (related field)

Job description

Desjardins Group is seeking a Wealth Management Advisor to build lasting relationships with members and clients in a bilingual environment. You will listen to needs, advise on investments, loans, and insurance, and collaborate with partners to design comprehensive solutions.

Expect ongoing market awareness and community outreach as part of your role. Ideal candidates have a related bachelor’s degree, at least one year of relevant experience, and an AMF mutual fund certificate.