Wealth Management Advisor — Build Trusted Client Partnerships

Desjardins; Canada; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance with telemedicine

Health & wellness reimbursement

Telework equipment

Job summary

Desjardins is seeking a Wealth Management Advisor to develop and maintain lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance products.

You will balance client satisfaction with business goals while managing risk and collaborating with partners. This role emphasizes community outreach and staying current with market trends.

Qualifications

• Bachelor's degree in a related field.
• Minimum one year 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

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.

Skills

French language

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Equity, Diversity, Inclusion and A11y

Education

Bachelor's degree

Job description

Desjardins is seeking a Wealth Management Advisor to develop and maintain lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance products.

You will balance client satisfaction with business goals while managing risk and collaborating with partners. This role emphasizes community outreach and staying current with market trends.