Wealth Management Advisor — Hybrid, Flexible Vacation

Relevance; Ormstown; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins in Canada seeks a wealth management advisor to build lasting client relationships, assess needs, and recommend appropriate financial solutions. You will balance client satisfaction with profitability, while managing risk and collaborating with partners to design integrated strategies.

The role emphasizes advisory excellence, market awareness, and community outreach, with hybrid work options, competitive compensation, and benefits. Fluency in French and English is required.

Qualifications

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Minimum one year of relevant experience.
• Strong communication skills in both French and English.
• Knowledge of tax, financial and succession issues for individuals and businesses.
• Understanding of Desjardins products and processes.

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

Communication skills

Relationship management

Bilingual French/English

Customer focus

Education

Bachelor's degree

Mutual fund certificate – Autorité des marchés financiers

Job description

Desjardins in Canada seeks a wealth management advisor to build lasting client relationships, assess needs, and recommend appropriate financial solutions. You will balance client satisfaction with profitability, while managing risk and collaborating with partners to design integrated strategies.

The role emphasizes advisory excellence, market awareness, and community outreach, with hybrid work options, competitive compensation, and benefits. Fluency in French and English is required.