Wealth Management Advisor

Desjardins

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

Posted 10/2/2026full-timeMontréal • 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 implementing strategies to meet financial goals.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient Relationship ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Strategy DevelopmentInvestment RecommendationsLoan AdvisoryInsurance Product KnowledgeRisk Management

Soft Skills

Active ListeningCommunicationProblem SolvingCustomer ServiceRelationship Building

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsClient SatisfactionOutreach ActivitiesBest Practices

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 appropriate strategies and identify expected results
Manage business relationships and assess member/client 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 French is required
Available to work one evening per week until 8:00 p.m.

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
Workplace accommodations at any stage in the recruitment process, upon request