Associate Wealth Management Advisor

Desjardins

. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .

Posted 10/26/2026full-timeMontréal • CanadaMid-LevelWebsite

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, analyzing client needs, and providing tailored financial solutions. Proficient in managing portfolios and ensuring client satisfaction while adhering to risk management and profitability standards.

Highest-signal resume keywords

Business Relationship DevelopmentSecurities Products SalesClient Needs AnalysisPortfolio ManagementBilingual Proficiency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsData AnalysisReport PreparationSales Strategy ImplementationRisk ManagementClient Retention StrategiesNegotiation Skills

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Industry Keywords

Financial ServicesClient SatisfactionSales ObjectivesMarket TrendsIntegrated Service Offers

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Focus on discretionary management, mutual funds, exchange-traded funds and structured products
Develop and maintain business relationships with clients
Review complex information requests and promote and sell products and services based on business objectives and strategies
Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Advise and assist current and potential members and clients
Represent Desjardins and enter the organization into agreements with clients
Establish and negotiate product and service terms in accordance with standards and procedures
Establish advisory relationships by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data; prepare reports and recommendations
Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed
Monitor the industry for the latest trends, opportunities and best practices

Requirements

What you’ll need

General college diploma in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Proficiency of French, both oral and written
Knowledge of French is required for positions in Quebec
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
Recruitment process and job accommodations available at any stage