Wealth Management Advisor, Service Signature

Desjardins

. Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients .

Posted 10/22/2026full-timeSaint-Hyacinthe • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management by developing personalized strategies and providing tailored financial advice to affluent clients. Proficient in balancing client satisfaction with risk management and compliance while driving business growth through effective relationship management.

Highest-signal resume keywords

Wealth ManagementFinancial PlanningClient Relationship ManagementSales Strategy DevelopmentBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment AdvisorySavings StrategyRisk ManagementMarket Trend Analysis

Soft Skills

Customer FocusEffective CommunicationInterpersonal SavvyAction OrientedNimble Learning

Certifications & Qualifications

Financial Planner (F.Pl.)Registered Representative

Industry Keywords

Business DevelopmentClient SatisfactionNegotiationPublic RelationsAffluent Clientele

About the role

Key responsibilities & impact

Serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients
Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
Advise on savings, investments and banking offerings through a 360° wealth management approach
Provide members and clients with premium support
Work closely with professionals and specialized partners from various fields
Balance member/client satisfaction, objectives, risk and compliance management, and implementation of the business model
Represent Desjardins and enter the organization into agreements with members and clients
Establish and negotiate product and service terms
Drum up new business and develop the full potential of existing members and clients
Set goals and advise members and clients on the best strategies
Develop a comprehensive 360° offering based on member and client needs
Contribute to sales objectives by developing action plans based on the business plan
Stay up-to-date on market trends and best practices
Participate in promotional and public relations activities and maintain a presence in the business community

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
Knowledge of French is required
Registered or eligible for registration as a Registered Representative
Hold the Financial Planner (F.Pl.) designation
Action oriented
Communicates effectively
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