Wealth Management Advisor

1 week ago

Québec, Quebec, Canada Desjardins Full time $60,000 - $110,000 per year

As 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. You listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals and make their projects happen. You work closely with mass-affluent individuals, businesses and business owners across all life stages. Your client base has high business development potential. Interpersonal savvy is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance offers for your clients. You serve as a resource person for savings and investments, financial planning, portfolio diversification, intergenerational transfers and tax strategies. You also serve as a resource person for your team at the caisse. You use your expertise to support the financial empowerment of members and clients and to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You promote digital solutions and help members and clients start using them. As needed, you carry out financial transactions for members and clients. You also listen to their needs and present self-serve solutions for their future transactions. You work with partners and specialists to design integrated strategies that meet the needs of members and clients. You identify business opportunities and direct members and clients to your colleagues or to other entities for their specialized or day-to-day needs. More specifically, you will be required to:

  • Advise members and clients on the best strategies and determine target outcomes.

  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.

  • Stay on top of financial services industry news, market trends and best practices in your field so you can identify business development opportunities.

  • Participate in outreach activities and be present in the community.

  • Conduct onsite visits of the businesses you serve.

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 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

#LI-Hybrid

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

  • Manager, Estates Settlements

    6 days ago

    Québec, Quebec, Canada IG Wealth Management Full time $80,000 - $120,000 per year

    Division: IGM-CSOLocation: MontréalIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals....

  • Manager, Estates Settlements

    1 day ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Division: IGM-CSOLocation: MontréalIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals....

  • Investment Representative

    2 days ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Division: IGM-CSOLocation: Montreal or WinnipegIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their...

  • Wealth Management Advisor

    1 week ago

    Québec, Quebec, Canada Desjardins Full time $80,000 - $120,000 per year

    As 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...

  • Wealth Management Advisor, Service Signature

    7 days ago

    Québec, Quebec, Canada Desjardins Full time $25,000 - $100,000 per year

    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...

  • Wealth Management Advisor

    2 days ago

    Québec, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    As 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...

  • Représentant(e) principal(e), Relations Clientèle

    2 days ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Lieu: Montréal ou Winnipeg MBDivision: Service à la clientèle et OpérationsLa Société financière IGM Inc. est l'une des principales sociétés diversifiées de gestion de patrimoine et d'actifs, et gère un actif total d'environ 271 milliards de dollars pour lequel elle donne des conseils de placement. La Société fournit une vaste gamme de services...

  • Directeur(rice), Règlement des successions

    2 days ago

    Québec, Quebec, Canada IG Wealth Management Full time

    Division : IGM-CSOLieu : MontréalLa Société financière IGM Inc. est l'une des principales sociétés diversifiées de gestion de patrimoine et d'actifs, et elle gère un actif total d'environ 271 milliards de dollars. La Société fournit une vaste gamme de services de planification financière et de placement afin d'aider plus de deux millions de...

  • Mail Services Administrator

    7 days ago

    Québec, Quebec, Canada PPI Management Inc. Full time $35,000 - $55,000 per year

    PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a...

  • Advisor, Securities

    6 days ago

    Québec, Quebec, Canada Desjardins Full time $60,000 - $90,000 per year

    li {margin-bottom: -6px; }As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have...