Wealth Management Advisor

Desjardins

Wealth Management Advisor developing tailored financial strategies for affluent clients. Collaborating with professionals to meet client needs and contribute to sales objectives in a hybrid role.

Posted 7/1/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing personalized financial strategies and maintaining strong business relationships with affluent clients. Proficient in financial planning and knowledgeable about market trends to effectively meet sales objectives.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateCertificate In Financial PlanningFluency In FrenchRelevant Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Strategy DevelopmentSales Objectives AchievementMarket Trend AnalysisClient Relationship ManagementPersonalized Financial Solutions

Soft Skills

Team CollaborationCommunication SkillsInterpersonal Skills

Certifications & Qualifications

Mutual Fund Representative CertificateCertificate In Financial Planning

Industry Keywords

Affluent ClientsSignature ServiceFinancial GoalsBusiness RelationshipsAction Plans

About the role

Key responsibilities & impact

Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
Work closely with a team of professionals and specialized partners from various fields
Actively contribute to meeting sales objectives by developing action plans based on the business plan
Stay up-to-date on market trends and best practices in your field

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Certificate in Financial Planning
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 and telework equipment