Wealth Management Advisor

Desjardins

Wealth Management Advisor at Desjardins responsible for managing client relationships and providing financial advice. Collaborating with clients to meet their financial goals and guiding them through the financial services industry.

Posted 7/10/2026full-timeLac-Etchemin • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services, including specialized knowledge of tax, financial, and succession issues. Proficient in managing client relationships and ensuring compliance with financial product distribution legislation.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of FrenchClient Relationship ManagementFinancial Services Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax KnowledgeFinancial KnowledgeSuccession PlanningMarket Trend AnalysisService Quality Assessment

Soft Skills

Advisory SkillsCommunication SkillsProblem-Solving SkillsOutreach Participation

Certifications & Qualifications

Mutual Fund Representative Certificate – Autorité des Marchés Financiers

Industry Keywords

Financial ServicesClient SatisfactionCompliance LegislationDistribution of Financial ProductsMarket Trends

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 one year of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of compliance with legislation respecting the distribution of financial products and services

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