Wealth Management Advisor - Hybrid Client Strategist

Desjardins Group; Laurentides; Hybrid; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary

Job summary

Desjardins Group is seeking a wealth management advisor to develop lasting client relationships and provide tailored financial guidance. You will assess needs, offer investment and insurance solutions, and coordinate with specialists to design integrated strategies. Strong interpersonal skills and market awareness are essential for success.

You will promote digital tools, support team members at the caisse, and participate in community outreach while balancing profitability and risk management.

Qualifications

• Bachelor's degree in a related field.
• At least four years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on best strategies and outcomes.
• Manage business relationships and assess satisfaction and service quality.
• Stay informed on financial services trends to identify opportunities.
• Participate in outreach activities and conduct onsite visits.

Skills

Interpersonal savvy

Action oriented

Complexity

Customer focus

Drive results

Nimble learning

Tech savvy

Education

Bachelor's degree

Mutual fund certificate

Job description

Desjardins Group is seeking a wealth management advisor to develop lasting client relationships and provide tailored financial guidance. You will assess needs, offer investment and insurance solutions, and coordinate with specialists to design integrated strategies. Strong interpersonal skills and market awareness are essential for success.

You will promote digital tools, support team members at the caisse, and participate in community outreach while balancing profitability and risk management.