Wealth Management Advisor

Desjardins

Wealth Management Advisor responsible for advising affluent clients on financial strategies and building long-term relationships. Working within a hybrid model, focusing on member/client satisfaction and quality service.

Posted 6/30/2026full-time🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services, client relationship management, and market trend analysis. Proficient in advising clients on strategies and improving service quality while actively participating in community outreach.

Highest-signal resume keywords

Bachelor's DegreeTwo Years Relevant ExperienceMutual Fund Representative CertificateClient Relationship ManagementKnowledge of French

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

AdvisingCommunicationProblem-Solving

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsClient SatisfactionService QualityOutreach Activities

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses