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Desjardins

Wealth Management Advisor

Desjardins

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

Posted 9/15/2026full-timeSaint-Bruno-de-Montarville • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to affluent clients. Proficient in investment strategies, risk management, and staying updated on financial services industry trends.

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

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

Hard Skills
Investment StrategiesRisk ManagementFinancial SolutionsMarket Trends AnalysisLoan Products Knowledge
Soft Skills
Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning
Certifications & Qualifications
Mutual Fund Representative Certificate – Autorité Des Marchés Financiers
Industry Keywords
Financial ServicesAffluent ClientsBusiness RelationshipsService QualityOutreach Activities

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 situations
  • Help members and clients choose appropriate solutions to meet their financial goals
  • Serve affluent individual members and business owners
  • 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 expected results
  • Manage business relationships and assess satisfaction and service quality
  • Follow up and identify areas for improvement
  • Stay current on financial services industry developments, 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
  • 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
  • Accommodations at any stage in the recruitment process