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Desjardins

Wealth Management Advisor

Desjardins

Wealth Management Advisor building client relationships and offering financial advice in a hybrid role. Global financial institution committed to equity, diversity, and inclusion in the workplace.

Posted 7/25/2026full-timePort-Cartier • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client satisfaction and staying informed on financial services industry trends.

Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementFinancial AdvisoryFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills
Listening SkillsAdvisory SkillsRelationship BuildingService Quality Assessment
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesMarket TrendsBest PracticesClient SatisfactionBusiness Relationships

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
  • Help clients choose appropriate solutions to meet their financial goals
  • Manage business relationships, assess member/client satisfaction and service quality
  • Stay up-to-date on the financial services industry, market trends and best practices

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