Wealth Management Advisor

Wealth management advising at Desjardins centers on trusted relationships, tailored financial advice, and integrated strategies for members and clients. The role includes hybrid work.

As a Wealth Management Advisor, you support individual members and business owners through financial decisions. You develop strategies involving investments, loans, and insurance products while balancing satisfaction, profitability, objectives, and prudent risk management. Interpersonal savvy, market knowledge, and relationship management are central.

• Develop and maintain lasting business relationships with members and clients
• Listen to needs and recommend appropriate financial solutions
• Develop strategies involving investments, loans, and insurance products
• Design integrated strategies with partners and experts
• Assess satisfaction, service quality, and improvement areas

• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate from Autorité des marchés financiers
• Knowledge of French and current financial events
• Knowledge of tax, succession, debt, and compliance issues

Apply financial expertise, relationship management, and strategic advice to serve Desjardins members, clients, and business owners.