Wealth Management Advisor

Desjardins

. Develop and maintain lasting, trusting business relationships with affluent individual members and business owners .

Posted 11/9/2026full-timeMontréal • CanadaJuniorMid-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 with affluent clients, providing tailored financial advice, and recommending appropriate investment and insurance solutions. Proficient in assessing client satisfaction and implementing strategies for continuous improvement in service quality.

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

Investment StrategiesLoan RecommendationsInsurance ProductsFinancial Goal AssessmentMarket Trend Analysis

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient SatisfactionRisk ManagementBusiness ObjectivesOutreach Activities

About the role

Key responsibilities & impact

Develop and maintain lasting, trusting business relationships with affluent individual members and business owners
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
Develop strategies and recommend investments, loans, and insurance products
Serve as an expert advisor and resource person in savings and investments
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 strategies and identify expected results
Manage business relationships and assess member/client satisfaction and service quality
Follow up and identify areas for improvement
Stay up to date 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 two 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
Available to work one evening per week
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 at any stage