Wealth Management Advisor
2 weeks ago
As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential. You offer premium support to members and clients. You carry out and follow up on strategies. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach. More specifically, you will be required to: 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. Monitor stock market movements and trends likely to influence investments. 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. 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. #LI-Hybrid What you bring to the table Bachelor's degree in a related field A minimum of six 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, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Situational adaptability 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 2026-01-9 #J-18808-Ljbffr
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Wealth Management Advisor
2 days ago
Sherbrooke, Canada Desjardins Full timeAs a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...
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Wealth Management Advisor
2 weeks ago
Sherbrooke, Canada Desjardins Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Overview As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the...
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Wealth Management Advisor
1 week ago
Sherbrooke, Canada Desjardins Full timeAs a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...
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Associate Wealth Advisor
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Sherbrooke, Canada National Bank of Canada Full timeA career as an Associate Wealth Advisor at National Bank is a job where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. You will be working at the...
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Wealth Management Advisor
1 week ago
Sherbrooke, Quebec, Canada Desjardins Full timeAs a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...
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Wealth Management Associate
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Sherbrooke, Canada National Bank of Canada Full time**Primary Locations**:Sherbrooke, 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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Wealth Associate
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Sherbrooke, Canada National Bank of Canada Full timeOverview A career as a Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your Team National...
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Wealth Associate
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Sherbrooke, Canada National Bank Full timeA career as a Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment...
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Premium Wealth Advisor — 360° Client Strategy
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Sherbrooke, Canada Desjardins Group Full timeA financial institution in Sherbrooke is seeking a Wealth Management Advisor to develop and maintain business relationships with clients. The ideal candidate will have a Bachelor's degree, at least six years of relevant experience, and a mutual fund representative certificate. Responsibilities include advising clients on financial strategies, monitoring...
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Wealth Associate
2 weeks ago
Sherbrooke, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate for the Heritage Financial Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. - Support investment...
