Wealth Management Advisor

Desjardins

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

Posted 9/15/2026full-timeSherbrooke • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice. Proficient in financial products, compliance, and market trends to effectively meet client needs and enhance satisfaction.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of Financial ProductsKnowledge of Debt ManagementFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment Strategy DevelopmentRisk ManagementClient Relationship ManagementMarket Trend AnalysisTax KnowledgeCompliance KnowledgeFinancial Services KnowledgeBusiness Process UnderstandingSuccession Planning

Soft Skills

Interpersonal SkillsCommunication SkillsListening SkillsProblem-Solving SkillsCustomer Service Orientation

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesCaisseDesjardinsInvestment ProductsInsurance ProductsLegislation ComplianceEconomic EventsPolitical EventsFinancial CooperativesService Quality Assessment

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
Work closely 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 strategies and identify expected results
Manage business relationships, assess satisfaction and service quality, follow up, and identify improvements
Stay up-to-date 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 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
Knowledge of current financial, economic, political and legislative events
Specialized knowledge of tax, financial and succession issues for individuals and businesses
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of the Desjardins business processes

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