Wealth Management Advisor

Desjardins

. Develop and maintain lasting and trusting business relationships with members and clients .

Posted 10/8/2026full-timeSainte-Thérèse • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment strategies, and client relationship management while effectively promoting digital solutions and ensuring customer satisfaction. Proficient in assessing financial needs and providing tailored advice to achieve clients' financial goals.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesClient Relationship ManagementMutual Fund Representative CertificateKnowledge of French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesPortfolio DiversificationTax StrategiesFinancial TransactionsDigital Solutions PromotionMarket Trends AnalysisBusiness Opportunity IdentificationIntegrated Strategy DesignRisk Management

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient EmpowermentBusiness RelationshipsService QualityOutreach Activities

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs and provide advice suited to their financial situation
Help members and clients choose appropriate solutions to meet financial goals
Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
Serve as a resource for savings and investments, financial planning, portfolio diversification, intergenerational transfers, and tax strategies
Support the financial empowerment of members and clients while balancing satisfaction, business objectives, profitability, and prudent risk management
Promote digital solutions and help members and clients use them
Carry out financial transactions and present self-serve solutions as needed
Work with partners and specialists to design integrated strategies
Identify business opportunities and refer members and clients to colleagues or specialized entities
Advise members and clients on appropriate strategies and determine target outcomes
Manage business relationships, assess satisfaction and service quality, follow up, and identify improvements
Monitor financial services industry news, market trends, and best practices
Participate in outreach activities and be present in the community
Conduct onsite visits of businesses served

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Action oriented
Complexity
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning
Tech savvy

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
Accommodations at any stage in the recruitment process