Wealth Management Advisor
2 weeks ago
As a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management approach, namely for savings and investments (group and personal savings) and the banking offer, providing members and clients with premium support. You work closely with a team of professionals and specialized partners from various fields. Interpersonal savvy and communication skills are therefore essential. You work with a client base made up mainly of high-income earners, professionals and business owners with complex, specific needs. The complex nature of the work and initiatives requires extensive knowledge of your line of business. You balance member/client satisfaction, objectives, sound and prudent risk and compliance management, and rigorous implementation of the business model, its offerings and delivery. You represent Desjardins and enter the organization into agreements with members and clients. You have leeway and opportunities to establish and negotiate product and service terms. More specifically, you will be required to: Responsibilities 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. Actively contribute to meeting sales objectives by developing action plans based on the business plan. Stay up-to-date on market trends and best practices in your field. Play an active role in promotional and public relations activities and maintain a presence in the business community. Benefits 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 *Benefits apply based on eligibility criteria. Qualifications Bachelor's degree in a related field A minimum of four years of relevant experience Please note that 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 Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Family Member/client sales and service (FG) #J-18808-Ljbffr
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Wealth Management Advisor
1 week ago
Drummondville, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Victoriaville: Drummondville: Bécancourtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R2515207As a wealth management advisor, you serve, solicit, develop and maintain business...
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Wealth Management Advisor
1 week ago
Drummondville, Canada Desjardins Group Full timeWealth Management Advisor page is loaded## Wealth Management Advisorremote type: The work arrangement for the position is hybrid worklocations: Victoriaville: Drummondville: Bécancourtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R2515207As a wealth management advisor, you serve, solicit, develop and maintain business...
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Wealth Management Advisor
2 weeks ago
Drummondville, Canada Desjardins Full timeOverviewAs a Wealth Management Advisor at Desjardins, you serve affluent Signature Service members and clients, develop personalized strategies, and provide tailored advice to help them reach financial and personal goals. You advise on the 360° wealth management approach, including savings, investments, and banking, and work closely with a team of...
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Associate Wealth Advisor
19 hours ago
Drummondville, Canada National Bank of Canada Full time**Primary Locations**:Drummondville, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career in Wealth Management means participating in the transformation to have a direct impact on the client. As an Associate Wealth Management Advisor you enjoy building long-term relationships with the client and have an...
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Wealth Management Advisor — 360° Strategy
2 weeks ago
Drummondville, Canada Desjardins Full timeA leading financial institution in Canada is seeking an experienced Wealth Management Advisor to serve affluent clients and develop personalized financial strategies. The successful candidate will have at least four years of relevant experience and a Bachelor’s degree in a related field. Fluency in French is required, and the role offers a competitive...
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Wealth Management Associate
7 days ago
Drummondville, Canada National Bank of Canada Full time**Primary Locations**:Drummondville, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...
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Senior Wealth Advisor — 360° Strategies
1 week ago
Drummondville, Canada Desjardins Group Full timeA leading financial services organization is seeking a Wealth Management Advisor in Drummondville. The role involves developing business relationships and personalized strategies for affluent clients. Candidates should have a Bachelor's degree, a minimum of four years of relevant experience, and knowledge of French is required. The position offers a hybrid...
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Senior Wealth Advisor — 360° Strategies
1 week ago
Drummondville, Canada Desjardins Group Full timeA leading financial services organization is seeking a Wealth Management Advisor in Drummondville. The role involves developing business relationships and personalized strategies for affluent clients. Candidates should have a Bachelor's degree, a minimum of four years of relevant experience, and knowledge of French is required. The position offers a hybrid...
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Wealth associate
5 days ago
Drummondville, Canada National Bank Full timeAttendance On-Site Job number 28759 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 25-Sep-2025 Area(s) of interest: Wealth management Location(s): Drummondville A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy...
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360° Wealth Advisor for Affluent Clients
2 weeks ago
Drummondville, Canada Desjardins Group Full timeA leading financial services organization in Canada is seeking a Wealth Management Advisor to develop and maintain business relationships with affluent clients. You will provide tailored financial advice, working closely with a team of professionals to achieve client goals. Candidates require a Bachelor's degree, relevant experience, and a mutual fund...
