Wealth Management Advisor, Start of life and middle of working life

7 days ago

Laval, Quebec, Canada Desjardins Full time $90,000 - $120,000 per year

As a personal finance 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 goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.More specifically, you will be required to:

  • 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

  • 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

Drive results, Interpersonal Savvy

Desjardins it's a world of career possibilities. Explore different fields of work and find what you're passionate about. Click here

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

  • Senior Life and Wealth Advisor

    1 week ago

    Laval, Quebec, Canada Co-operators Career Full time $80,000 - $120,000 per year

    Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: HybridLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.The Opportunity:We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society, and our...

  • Senior Life and Wealth Advisor

    2 days ago

    Laval, Quebec, Canada Co-operators Full time $85,000 - $110,000 per year

    Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: HybridLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.The OpportunityWe are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society, and our team...

  • Senior Life and Wealth Advisor

    2 days ago

    Laval, Quebec, Canada Co-operators Full time

    Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: HybridLanguage: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.The Opportunity:We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society, and our...

  • Business Development Partner

    6 days ago

    Laval, Quebec, Canada Sun Life Québec Full time $80,000 - $128,000 per year

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Wealth Management Advisor

    1 week ago

    Laval, Quebec, Canada Desjardins Full time

    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

    1 week ago

    Laval, 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...

  • Wealth Management Advisor

    2 days ago

    Laval, 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...

  • Financial Security Advisor

    1 week ago

    Laval, Quebec, Canada Co-operators Career Full time $60,000 - $120,000 per year

    Company: CGICDepartment: Retail SalesEmployment Type: Full-TimeWork Model: Remote Language: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacantThe Opportunity:We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our...

  • Partenaire, développement des affaires

    1 week ago

    Laval, Quebec, Canada Sun Life Québec Full time $80,000 - $128,000 per year

    Vous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques – experts dans leur domaine – qui sont impatients de partager leurs connaissances...

  • Sales Advisor, Laval

    1 week ago

    Laval, Quebec, Canada VinFast Auto Canada Full time $40,000 - $60,000 per year

    SCOPE OF JOBThe role of the Junior Sales Advisor is to ensure that every visitor to our showrooms has an outstanding experience consistent with the VinFast brand and vision. Our Junior Sales Advisors engage with all guests, sharing their knowledge and providing demonstrations to generate brand and product excitement. Working in close collaboration with their...