Wealth Management Advisor, Service Signature

Desjardins

Wealth Management Advisor serving affluent clients in a hybrid role. Developing personalized strategies and maintaining business relationships, provide tailored financial advice at Desjardins.

Posted 6/30/2026full-timeMascouche • 🇨🇦 CanadaMid-LevelSeniorWebsite

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.
Work closely with a team of professionals and specialized partners from various fields.
Drum up new business and develop the full potential of existing members and clients.
Set goals and advise members and clients on the best strategies.
Play an active role in promotional and public relations activities.

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

ATS Keywords

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Applicant Tracking System Keywords

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Certifications

Mutual Fund Representative CertificateCertificate In Financial Planning