Wealth Management Advisor

Desjardins

Wealth Management Advisor developing and maintaining relationships with clients to meet their financial goals. Advising on investments, loans, and insurance products while ensuring client satisfaction.

Posted 7/9/2026full-timeLévis • 🇨🇦 CanadaJuniorWebsite

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
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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

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

Hard Skills & Tools

Knowledge of Tax IssuesKnowledge of Financial IssuesKnowledge of Succession IssuesKnowledge of Compliance LegislationUnderstanding of Financial Services Cooperatives

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications

Mutual Fund Representative Certificate