Wealth Management Advisor

Desjardins

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

Posted 9/23/2026full-timeTerrebonne • 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. Proficient in financial products, compliance, and market trends to effectively meet client needs and drive results.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of Financial Products and ServicesSpecialized Knowledge of Tax and Financial IssuesCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment Strategy DevelopmentDebt ManagementRisk ManagementCompliance with Financial Legislation

Soft Skills

Interpersonal SavvyAction OrientedNimble LearningPersuasionDrive Results

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsCaisseDesjardins Business CentresFinancial Cooperatives

About the role

Key responsibilities & impact

Develop and maintain lasting, trusting business relationships with members and clients
Listen to members’ and clients’ needs and provide advice suited to their financial situations
Help members and clients choose appropriate solutions to meet their financial goals
Work with individual members and business owners
Develop strategies and recommend investments, loans and insurance products
Balance member/client satisfaction, business objectives, profitability and prudent risk management
Work with partners and experts to design integrated strategies
Advise members and clients on the best strategies and identify expected results
Manage business relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Stay current on the financial services industry, market trends and best practices
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
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of products and services aimed at caisse members, Desjardins Business Centres, Desjardins components and distribution networks, and 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 Desjardins business processes
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Persuades

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
Benefits apply based on eligibility criteria