Wealth Management Advisor — Hybrid: Client Growth & Strategy

Relevance; Terrebonne; Hybrid; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting—

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins wealth management advisor role aims to build lasting relationships with members and clients, listening to needs and advising on suitable investments, loans and insurance options.

You’ll serve individuals and business owners, contributing to community outreach and upholding cooperative principles while delivering trusted financial guidance.

The position emphasizes client focus, equity, and ongoing professional development within a Desjardins framework.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• 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 offered by caisse members and Desjardins networks.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage business relationships and assess satisfaction and service quality.
• Stay up-to-date on the financial services industry and market trends.
• Participate in outreach activities and represent the caisse in the community.

Skills

Client relationship management

Interpersonal savvy

Listening to client needs

Strategic advisory

Industry knowledge

Education

Bachelor's degree in related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins wealth management advisor role aims to build lasting relationships with members and clients, listening to needs and advising on suitable investments, loans and insurance options.

You’ll serve individuals and business owners, contributing to community outreach and upholding cooperative principles while delivering trusted financial guidance.

The position emphasizes client focus, equity, and ongoing professional development within a Desjardins framework.