Wealth Management Advisor
3 days ago
Wealth Management Advisor, Desjardins Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up‑to‑date on the financial services industry, market trends and best practices in your field. Participate in outreach activities and represent the caisse in the community. What we offer 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. What You Bring To The Table 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 Key Skills 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) Unposting Date: 2026-01-4 Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Industries: Banking #J-18808-Ljbffr
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Wealth Management Advisor
3 days ago
Richelieu, Canada Desjardins Full timeA leading financial services institution in Quebec is seeking a Wealth Management Advisor to advise clients on strategies, manage relationships, and stay updated on market trends. Candidates should have a Bachelor's degree and a minimum of one year of relevant experience. Knowledge of French and mutual fund certification are required. This full-time position...
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Wealth Management Advisor
2 days ago
Richelieu, Canada Desjardins Group Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
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Wealth Management Advisor
2 days ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeWealth Management Advisor Join to apply for the Wealth Management Advisor role at Desjardins. 3 days ago – Be among the first 25 applicants. Responsibilities Advise members and clients on the best strategies and work with them to identify expected results. Manage business relationships, assess member/client satisfaction and service quality, follow up and...
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Wealth Management Senior Advisor
2 weeks ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-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 expert advisor for the...
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Wealth Management Senior Advisor
4 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-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 expert advisor for the...
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Saint-Jean-sur-Richelieu, Canada Desjardins Full timeA leading financial services provider in Montérégie is seeking an Entry Level Wealth Management Advisor. This role involves advising clients on financial strategies while managing business relationships. The ideal candidate holds a Bachelor's degree in a related field and has a mutual fund representative certificate. Knowledge of French is essential....
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Wealth Management Associate
6 days ago
Saint-Jean-sur-Richelieu, Canada National Bank of Canada Full time**Primary Locations**:Saint-Jean-sur-Richelieu, 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 Partner to help us...
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Wealth Management Advisor
4 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada Desjardins Full timeAs a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...
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Wealth Strategy Advisor
3 days ago
Richelieu, Canada Desjardins Group Full timeAs a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
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Richelieu, Canada Desjardins Group Full timeA leading financial services organization in Richelieu, Quebec is seeking a personal finance advisor to develop lasting client relationships. You will advise members on financial strategies and manage client satisfaction. Candidates should have a college diploma and relevant experience, with a strong emphasis on interpersonal skills. This position offers a...
