Wealth Management Advisor

Desjardins

Wealth Management Advisor responsible for developing relationships and providing financial advice. Analyze client needs and recommend suitable financial products and strategies.

Posted 7/7/2026full-timeBoucherville • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing business relationships and providing tailored financial advice, with a strong understanding of compliance and financial products. Proficient in assessing client satisfaction and staying informed on industry trends and legislative changes.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of FrenchSpecialized Knowledge of Tax and Financial IssuesUnderstanding of Financial Services Cooperatives

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services KnowledgeDebt ManagementCompliance with Financial LegislationAssessment of Client SatisfactionKnowledge of Financial Products and Services

Soft Skills

Interpersonal SavvyDrive Results

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial Services IndustryMarket TrendsLegislative EventsDesjardins Business ProcessesCaisse Member Services

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs and offer appropriate advice
Manage business relationships, assess member/client satisfaction and service quality
Stay up-to-date on the financial services industry, market trends, and best practices
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 one year of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes
Drive results, Interpersonal Savvy

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