Wealth Management Advisor

Desjardins

. Advise members and clients on the best strategies and work with them to identify expected results .

Posted 9/22/2026full-timeMontréal • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and advising on financial products, with a strong focus on customer satisfaction and risk management. Proficient in developing integrated strategies and staying informed on market trends within the financial services industry.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementFinancial Services Industry KnowledgeBilingual in French

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsInvestment ProductsLoansInsurance Products

About the role

Key responsibilities & impact

Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, 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 in your field
Participate in outreach activities and represent the caisse in the community
Develop and maintain lasting and trusting business relationships with members and clients
Recommend investments, loans and insurance products
Work with partners and experts to design integrated strategies for members and clients
Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management

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
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