Wealth Management Advisor

Desjardins

Wealth Management Advisor developing and maintaining relationships with clients for financial planning. Advising on investment strategies and managing business satisfaction and service quality.

Posted 7/10/2026full-timeGatineau • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships, advising clients on financial strategies, and preparing comprehensive financial plans. Proficient in promoting digital solutions and assessing client satisfaction to drive service quality improvements.

Highest-signal resume keywords

Bachelor's DegreeFinancial Planner DesignationMutual Fund Representative CertificateClient Relationship ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesInsurance OffersClient Satisfaction AssessmentDigital Solutions Promotion

Soft Skills

Relationship BuildingAdvisory SkillsCommunication Skills

Certifications & Qualifications

Mutual Fund Representative CertificateFinancial Planner Designation

Industry Keywords

Business DevelopmentClient ManagementService Quality Improvement

About the role

Key responsibilities & impact

Developing and maintaining lasting and trusting business relationships with members and clients
Advising members and clients on the best strategies and determining target outcomes
Managing business relationships, assessing member/client satisfaction and service quality, following up and identifying areas for improvement
Preparing comprehensive financial plans, targeted investment and financing strategies and insurance offers for clients
Promoting digital solutions and helping members and clients start using them
Conducting onsite visits of the businesses served

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
Hold the Financial Planner designation issued by the IQPF, or be willing to obtain it within the next 24 months
Knowledge of French is required
Available to work evenings or weekends on occasion, based on regional business development activities

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