Wealth Management Advisor

Desjardins

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

Posted 10/8/2026full-timeSaint-Jérôme • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment strategies, and client relationship management, with a strong focus on customer satisfaction and business development. Proficient in advising on savings, portfolio diversification, and tax strategies while promoting digital solutions.

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 TransactionsBusiness DevelopmentIntegrated StrategiesDigital Solutions

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMass-Affluent IndividualsBusiness RelationshipsMarket TrendsRisk Management

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 financial solutions to meet their goals
Work with mass-affluent individuals, businesses and business owners across all life stages
Prepare comprehensive financial plans, targeted investment and financing strategies, and insurance offers
Advise on 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 as needed and present self-serve solutions for future transactions
Work with partners and specialists to design integrated strategies
Identify business opportunities and refer members and clients to colleagues or other entities for specialized or day-to-day needs
Advise members and clients on 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 to identify business development opportunities
Participate in outreach activities and be present in the community
Conduct onsite visits of served businesses

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