Wealth Management Advisor

Desjardins

Wealth Management Advisor developing and maintaining client relationships in Canada. Advising on financial strategies and recommending appropriate solutions for members and clients.

Posted 7/3/2026full-timeSaint-Hyacinthe • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions
Work closely with a client base consisting of individual members and business owners
Drive results by developing strategies and recommending investments, loans and insurance products
Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
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

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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Soft Skills

Listening SkillsCommunication SkillsProblem-Solving Skills

Certifications

Mutual Fund Representative Certificate